Episode cover
YouTube10 Sept 2026

China Finally Admits: It’s A Bubble | China’s Deflation | US-China Cold War

Podcast cover

China Update

China’s headline deflationary pressures eased in August, though this improvement stems primarily from rising energy and commodity costs rather than a genuine recovery in domestic demand. While consumer and producer prices saw marginal increases, core inflation remains weak, reflecting persistent industrial overcapacity and cautious household spending. Simultaneously, regulators are tightening oversight on humanoid robot IPOs to curb speculative bubbles, requiring companies to demonstrate recurring revenue and technological innovation. On the diplomatic front, the upcoming summit between Xi Jinping and Donald Trump signals a "strategic stalemate." Both nations are pursuing a managed detente, balancing diplomatic engagement with intensifying competition in technology, intelligence, and supply chains. Despite efforts to establish guardrails, particularly regarding Taiwan, the relationship remains defined by deep-seated mistrust and a fundamental divergence in long-term strategic objectives.

Outlines

Sign in to continue reading, translating and more.

Open full episode in Podwise