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Sol Trujillo on the growing Latino economic power, impact of Latinos on U.S. businesses
CNBC Television· 2025-09-24 12:48
All right, our next guest is here to share some new data on the growing economic force of Latinos in the United States. Joining us right now is Trujillo Group's founder and chairman, Salt Salt Trujillo. He is the chairman of the Latino Donor Collaborative, the founder of Latitude Ventures Fund and founder of the Velocity Business Conference, which is kicking off in Los Angeles later today.They're releasing part two of their US Latino GDP report which measures the economic growth and influence of US Latinos ...
A Year Since Stimulus, Has China’s Economy Changed Much?
Bloomberg Television· 2025-09-23 06:25
We will cut the R and policy rate. We will also cut central bank policy rate to seven day repo rate. At the same time, we will guide the LPR and the deposit rate downward.We will also set up a special re lending program for increasing the holding of shares. We will enhance the quality and value for investment of listed companies to better serve investors. We will make use of stocks, bonds and futures, among other capital market tools, to invigorate the restructurings and M&A market.Yeah, that was a throwbac ...
X @Bloomberg
Bloomberg· 2025-09-16 11:50
China announced wide-ranging measures to stimulate domestic demand by promoting the consumption of services such as sports and entertainment https://t.co/mUQAHthFwe ...
X @外汇交易员
外汇交易员· 2025-09-12 02:13
国家有关部门正研究海南岛内居民免税消费进境商品政策,谋划新一轮离岛免税优化政策,进一步提高政策吸引I力,促进境外消费回流。(证券时报) ...
China’s Stock Market: An Excitable Dog on a Leash?
Bloomberg Television· 2025-09-05 08:04
Takeaways from your trip to Beijing and Shenzhen Haven. That's the recall, what we discussed about one month ago. Use your liquidity was the driver to feed.We have a thing, some kind of water buffalo farming so that you could eat. Now, the narrative was dominating basically every single speaker on your show in the last month or so. But we have also warned about a month ago the disconnection between fundamentals and the liquidity narrative.August The prints are very soft, high frequency data like how housing ...
X @The Economist
The Economist· 2025-09-03 10:20
Studies suggest moderate consumption is harmless. It may even be beneficial https://t.co/JjXRVdTOiP ...
中国经济视角_劳动力市场走弱,政策持续支持
2025-08-31 16:21
Summary of Key Points from the Conference Call Industry Overview - The conference call primarily discusses the **Chinese labor market** and its dynamics, focusing on hiring trends across various sectors including **services**, **manufacturing**, and **construction** [2][3][4][5]. Core Insights and Arguments 1. **Softer Labor Market**: The UBS Evidence Lab Labour Market Business Survey indicates a slight softening in hiring momentum in Q2 2025, with 41% of firms increasing hiring YoY and 37% QoQ, down from 43% and 42% in Q1 2025 respectively [2][7]. 2. **Sector-Specific Trends**: - **Service Sector**: Hiring intentions and salary growth have weakened, with 39% of service firms reporting increased hiring YoY, down from 46% in Q1 [12][22]. - **Manufacturing Sector**: Continued challenges from weak profitability and low capacity utilization have led to a decline in hiring momentum [12][22]. - **Construction Sector**: Surprisingly, hiring in the construction sector has picked up, likely due to robust infrastructure investment [12][22]. - **Exporters**: 41% of surveyed exporters reported increased hiring YoY, outperforming the average of 35% for all manufacturing firms, attributed to resilient export growth [13][17]. 3. **Policy Support**: 75% of firms received some form of policy support in Q2, with government subsidies for hiring college graduates being the most common. This support is particularly strong for exporters, with 91% receiving assistance [4][17]. 4. **Mixed Macro Picture**: The official unemployment rate decreased to 5.0% in Q2 from 5.3% in Q1, but other indicators suggest ongoing pressures in the labor market, including a decline in household income growth and cautious consumer sentiment [5][25]. 5. **Future Outlook**: Expectations for Q3 indicate a continuation of the softening trend in the labor market, particularly in the service sector, while manufacturing and construction sectors show slightly more optimism [22][31]. Additional Important Insights - **Wage Growth**: There is a notable moderation in wage growth, with fewer firms reporting increases in monthly salaries compared to previous quarters [7][10]. - **Consumer Confidence**: Despite stable consumption growth, consumer confidence remains below pre-COVID levels, indicating a cautious outlook among households [30][40]. - **Government Measures**: The government has introduced additional measures to stabilize the labor market, including increased unemployment insurance refunds and subsidies for hiring young people [17][31]. This summary encapsulates the key points discussed in the conference call, highlighting the current state and outlook of the Chinese labor market, sector-specific trends, and the impact of government policies.
X @The Economist
The Economist· 2025-08-30 01:20
The combination of lower inflation, interest rates and taxes will boost consumption in India. That will help compensate for the hit its economy takes from American tariffs https://t.co/VQ3Kcgz8b9 ...
X @The Economist
The Economist· 2025-08-28 16:40
Health & Wellness - Studies indicate that moderate consumption poses no harm [1] - Research suggests potential benefits associated with moderate consumption [1]
X @The Economist
The Economist· 2025-08-26 14:20
Health & Wellness - Studies indicate that moderate consumption poses no harm [1] - Research suggests potential benefits associated with moderate consumption [1]