Chinese investment crashed yet again in November, the second straight month of bigtime declines. Only this time FAI was joined by consumer spending. Retail sales over in China also crashed last month, dropping by almost half a percent in November alone. That’s enormous. It follows terrible data on household lending and bank credit. All of it points to an increasingly familiar topic and condition: China big economic slide is sliding right onto flat Beveridge. 

Eurodollar University's Money & Macro Analysis

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A Trillion-Dollar Eurodollar Bomb is going Off on Wall Street

The most important funding system in the world is flashing warning signals, and almost no one is paying attention.
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Bloomberg China’s Labor Market Distress Spreads at Worst Time for Deflation Fight
https://www.bloomberg.com/news/articles/2025-09-22/china-s-labor-distress-spreads-at-worst-time-for-deflation-fight

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