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2026-10-16

Dollar and US Treasury yields fell as concerns grew over the sustainability of a debt‑financed AI investment boom. JEFFERIES economist Mohit Kumar projects the US will invest the equivalent of 2.5–3% of GDP in capital expenditure and AI infrastructur

Dollar and US Treasury yields fell as concerns grew over the sustainability of a debt‑financed AI investment boom. JEFFERIES economist Mohit Kumar projects the US will invest the equivalent of 2.5–3% of GDP in capital expenditure and AI infrastructure over the next three years, a scale larger than any prior US infrastructure expansion. He warns that a slowdown in AI infrastructure buildout would materially affect suppliers and broader US economic activity.
2026-10-16

1. New housing policies have been implemented in all four first-tier cities. 2. China Index Academy: The housing rental market will enter its traditional off-season in the fourth quarter, and rents in key cities will still face adjustment pressure.

1. New housing policies have been implemented in all four first-tier cities. 2. China Index Academy: The housing rental market will enter its traditional off-season in the fourth quarter, and rents in key cities will still face adjustment pressure. 3. Suzhou Municipal Housing and Construction Bureau held a symposium on the housing trade-in alliance. 4. Foshan plans to abolish the points-based household registration system and relax restrictions on residential household registration, promoting mutual recognition of residency periods among the nine cities in the Greater Bay Area. 5. Hangzhou listed five land parcels for sale, with a total starting price of 3.926 billion yuan. 6. All nine residential land parcels in Nanjing were sold at the reserve price, with a total transaction price of approximately 5.3 billion yuan. 7. Wuhan sold five land parcels, generating 1.61381 billion yuan, with one parcel sold at a premium of 33.14%. 8. Ricacorp Properties: Hong Kong's top 100 new housing estates recorded 370 secondary market registrations in September, a 44% quarter-on-quarter decrease in the third quarter. 9. Hengyang, Hunan listed two commercial and service land parcels for sale, with a total starting price of 363 million yuan. 10. A retail commercial land parcel in Zhengzhou, Henan Province, is up for auction with a starting price of 49.02 million yuan. 11. The 30-year mortgage rate in the United States remains at 7.4%, unchanged for eight consecutive weeks.
2026-10-16

China's foreign ministry spokesperson said at a regular briefing that, in response to questions about China's ambassador to the Philippines and Manila's reaction, China’s position to improve and develop bilateral relations is clear and the Philippine

China's foreign ministry spokesperson said at a regular briefing that, in response to questions about China's ambassador to the Philippines and Manila's reaction, China’s position to improve and develop bilateral relations is clear and the Philippine side should accurately and fully understand it.
2026-10-16

MOFCOM and the Ministry of Science and Technology opened public consultation on revisions to the China Catalog of Technologies Prohibited or Restricted from Export and will subject related technology exports to temporary registration management. The

MOFCOM and the Ministry of Science and Technology opened public consultation on revisions to the China Catalog of Technologies Prohibited or Restricted from Export and will subject related technology exports to temporary registration management. The draft covers 40 technologies across artificial intelligence, biomedicine and photovoltaics; the AI list includes 23 items such as large models, autonomous agents, compute clusters and information-processing technologies.
2026-10-16

Thu Lan Nguyen, analyst at Deutsche Bank, said recent UK data — with August GDP beating expectations for a fourth consecutive month — has increased market pricing for Bank of England tightening by creating scope for further rate rises and easing pres

Thu Lan Nguyen, analyst at Deutsche Bank, said recent UK data — with August GDP beating expectations for a fourth consecutive month — has increased market pricing for Bank of England tightening by creating scope for further rate rises and easing pressure on the UK chancellor ahead of the Oct. 28 budget. The Chancellor committed remains to deficit reduction in that budget. Nguyen warned: "Given recent years' experience, the potential risks in the UK's fiscal plans should not be underestimated."
2026-10-16

Interfax reports Russian foreign minister Lavrov will visit Iran on Oct. 19 and Bahrain on Oct. 18.

Interfax reports Russian foreign minister Lavrov will visit Iran on Oct. 19 and Bahrain on Oct. 18.
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