Years of deflation and stagnation left Japanese savers wary of risk, but new economic developments are creating incentives for them to invest https://t.co/u3eg7QuzfW ...

China Equity Strategy | Asia Pacific A-Share Sentiment Improves with Anti-involution Message Sentiment improved with the government's clearer message on anti-involution, aimed at reining in the escalation of excess competition and potential overcapacity. We still expect near- term volatility to rise and range-bound index moves in the offshore market. We prefer A-shares over offshore for now. A-share investor sentiment improved vs. previous cycle: Weighted MSASI and simple MSASI improved 7ppt and 8ppt, to 78 ...

July 9, 2025 04:00 AM GMT China Economics | Asia Pacific PPI Deflation Deepens Key Takeaways Stable core CPI, less drag from food and energy: Core CPI edged up 0.1ppt to 0.7%Y from a low base, while its MoM growth held steady at 1.1% SAAR (on par with April and May), thanks to consumer subsidies (CPI factor in undiscounted prices). Meanwhile, food prices came in strong at 12%M SAAR amid unfavorable weather (per NBS), and oil CPI rebounded 5%M SAAR (vs. sharp drop in previous months). PPI - weak final demand ...

(*seasonally adjusted by GS) Main points: 1. China's headline CPI edged up to +0.1% yoy in June from -0.1% yoy in May, as non-food goods prices picked up (Exhibit 1). In month-on-month terms, headline CPI rose to +1.9% (annualized, seasonally adjusted) in June (vs. +0.5% mom s.a. ann in May). China's headline CPI inflation edged up to +0.1% yoy in June (vs. -0.1% yoy in May), as non-food goods prices (such as household items) picked up. Headline PPI inflation declined to -3.6% yoy in June (vs. -3.3% yoy in ...

After years of mounting concern over deflation and the bruising price wars that have plagued much of China’s economy, President Xi Jinping’s government is showing signs of finally taking action https://t.co/M41WMQbLLd ...

Costco Wholesale (COST) 2025 Update Summary Industry Overview - The call pertains to the retail industry, specifically focusing on Costco Wholesale's performance during the five-week retail month of June 2025. Key Financial Metrics - **Net Sales**: Reported net sales for June 2025 were $26.44 billion, representing an 8% increase from $24.48 billion in June 2024 [2] - **Comparable Sales**: - US: 4.7% - Canada: 6.7% - Other International: 10.9% - Total Company: 5.8% - E-commerce: 11.5% [2] - **Comparable Sales Excluding Gas and FX**: - US: 5.5% - Canada: 7.9% - Other International: 8.2% - Total Company: 6.2% - E-commerce: 11.2% [3] Traffic and Transaction Insights - **Traffic Growth**: Comp traffic increased by 3.4% worldwide and 2.8% in the US [4] - **Average Transaction Value**: - Worldwide average transaction value increased by 2.4%, and by 2.8% when excluding gas deflation and foreign exchange impacts [5] Regional Performance - **Strongest US Regions**: Northwest, Midwest, and Southeast showed the best comparable sales performance [5] - **International Performance**: Australia, Mexico, and Taiwan reported the strongest results among other international markets [6] Merchandising Highlights - **Food Categories**: - Foods and sundries showed positive mid-single-digit growth - Fresh foods increased by high single digits, with meat and produce being top performers [6][7] - **Non-food Categories**: - Positive mid to high single-digit growth, with jewelry, majors, and gift cards performing well [7] - **Ancillary Business Sales**: Experienced a decline in low single digits, while pharmacy, hearing aid, and optical departments were top performers [8] External Factors Impacting Sales - **Gas Price Deflation**: Negatively impacted total reported comparable sales by approximately -0.9% [4] - **Foreign Currency Impact**: - Canada: +0.2% - Other International: +3.4% - Total Company: +0.5% [4] Future Outlook - The next reporting period will cover four weeks from July 7 to August 3, 2025, compared to the same period in 2024 [8]

China’s consumer prices unexpectedly rose in June, ending a four-month streak of deflation as consumption received a lift from government subsidies https://t.co/5oOl7Gbivg ...

RT binji (@binji_x)one way to look at $ETH right now:@SharpLinkGaming & @BitDigital_BTBT have, in just one month, eaten up 82% of all the net new ETH issued since the merge (298,770) + spot ETFs hold 4.11M ETH, which is 11x the net issuance.basically imagine a oil mine that yields one barrel a day while Wall Street swallows six.that is ETH today:- programmed burn turns supply negative whenever fees spike- native yield locks coins in validators- institutional demand is compoundingessentially: ETH is on cours ...

ab Global Research owered by UBS Evidence Lab YES P 3 July 2025 Global Strategy What do China's surging exports mean for the world? China second 'shock' to global trade The last two years have seen a second China 'shock' to global trade, with its export volumes up 20%export vlumesp 20% vs. a 6% rise in the rest of the world. This is China's strongest outperformance since the years following WTO accession. The vast majority of this export surge is going to EM, which now accounts for over half of China's expo ...

RT degen poet (@solanapoet)convictionhas the most limited supply on CTand it’s deflationarywhich is why https://t.co/bkMJLgdOHF ...