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Sep 4
06:18

On September 4, Chinese Vice Premier Ding Xuexiang attended the opening of the 8th China-Russia Energy Business Forum in Vladivostok, Russia, where he read a congratulatory letter from President Xi Jinping and delivered remarks. The forum highlights ongoing bilateral energy cooperation between the two countries.

Macro
06:16

China’s Ministry of Water Resources reported that latest drone imagery shows normal water flow in the upper and lower reaches of the former Purupeqiangzangbu barrier lake in Gyirong, Tibet, and in Nepal’s Cuojian River impact crater. Of 14 previously surveyed glacial lakes, 9 slightly shrank and 5 slightly expanded, with overall stability. A small landslide downstream has minimal impact on the river channel.

Macro
06:15

Bitcoin surged past $81,000 on September 4, up 4% in 24 hours, as Fed rate-hike expectations eased, Treasury yields fell, and ETF inflows returned. Ether rebounded to near $2,500. Spot Bitcoin ETFs saw about $277 million in net inflows Thursday. Fed Governor Waller’s cautious stance cut September hike odds to roughly 48%.

CryptoMacro
06:09

China’s Cyberspace Administration and six other ministries issued a plan to promote digital and green transformation, encouraging the use of virtual reality, artificial intelligence, and other digital intelligence technologies to innovate consumption models. The plan supports sharing economies, virtual home renovation and fitting rooms, and expands supply of AI terminals, smart wearables, green appliances, and new energy vehicles. It also promotes green e-commerce packaging and establishes green electricity consumption certification mechanisms.

RegulationMacro
06:06

Seven Chinese government departments, including the Cyberspace Administration, issued a plan to promote green development of communication base stations from 2026-2030. The plan mandates using low-power chips and efficient power amplifiers, introducing liquid cooling and natural cold sources, and deploying centralized radio access network architectures to cut energy use.

Macro
06:06

China’s Cyberspace Administration and six other departments issued a plan to promote green digitalization, proposing exploration of 800V high-voltage DC power supply architecture for computing facilities and deployment of cabinets exceeding 100kW. The plan also supports liquid cooling, waste heat recovery, and AI-driven energy efficiency management.

AI × CryptoMacro
06:04

Bitcoin climbed about 4% to reclaim $80,000, with major tokens also gaining, after Fed Governor Christopher Waller signaled he could support holding rates steady this month. Traders responded by cutting September rate-hike odds to a coin flip.

CryptoMacro
06:03

China’s Cyberspace Administration and six other agencies jointly issued the Implementation Plan for Promoting Coordinated Digital-Green Transformation (2026-2030). The plan targets that by 2030, AI will deeply empower green technology and industry, compute facilities and 5G base stations will significantly improve energy efficiency, and renewable electricity consumption in key areas like compute will reach provincial responsibility weight levels.

RegulationMacro
05:50

Federal Reserve Governor Christopher Waller signaled support for holding rates steady unless inflation data surprises, boosting markets on Sept. 3. The Dow rose 1.08%, Nasdaq 1.2%, and S&P 500 1.04%, with Tesla and Oracle gaining over 4%. Gold, silver, and bitcoin also climbed, but AI hardware lagged. Next week’s CPI data is now the key variable.

MacroUS Stocks
05:46

Japan’s finance ministry reported on Sept 4 that government ministries’ budget requests for fiscal 2027 total 143.0656 trillion yen (about 6.1374 trillion yuan), a record high and significantly up from the current fiscal year’s 122 trillion yen.

Macro
05:46

China’s National Financial Regulatory Administration has opened public consultation on a draft amendment to the Insurance Law, proposing to bring insurer shareholders and actual controllers under regulatory oversight. The draft strengthens vetting of major shareholders and controllers, clarifies duties on capital contributions, related-party transactions, and disclosures, and bans equity entrustment and improper interference. It also adds coercive measures and specific penalties targeting shareholders and controllers.

RegulationMacro
05:43

The US dollar strengthened 0.50% against the Japanese yen during intraday trading, reaching 156.58. The move reflects continued dollar momentum amid market focus on interest rate differentials and upcoming central bank actions.

Macro
05:25

Chinese regulators jointly issued guidelines capping personal housing loan terms at 40 years and loan amounts at the property’s appraised value. However, bankers noted that prepayments remain high and demand for new mortgages is weak, predicting few new customers will apply for 40-year loans.

Macro
05:22

Guangzhou Futures Exchange announced plans to add Inner Mongolia and Gansu as delivery regions for industrial silicon futures. The exchange is now soliciting designated delivery warehouses in these areas, effective upon announcement of the new warehouses. The move aims to adapt to industry changes and enhance futures market functionality.

Macro
05:18

Bank of England Governor Andrew Bailey said Federal Reserve Chair Kevin Warsh is correct that forward guidance carries risks. Central bankers should avoid issuing unconditional guidance, Bailey added, endorsing Warsh’s caution on the policy tool.

Macro
05:05

Chinese Premier Li Qiang signed a State Council decree announcing the revised Regulations on Emergency Response and Investigation of Electric Power Safety Accidents, effective January 1, 2027. The new regulation contains 38 articles, with key revisions outlined in the decree. The update aims to strengthen safety protocols and accountability in the power sector.

Macro
05:02

China’s Ministry of Finance and State Taxation Administration have issued the “Measures for Domestic Entities to Withhold and Remit VAT on Natural Persons,” now officially published. The rules establish procedures for domestic units to withhold value-added tax on behalf of individual taxpayers. This regulatory move affects tax compliance for cross-border and domestic transactions involving natural persons.

RegulationMacro
05:01

The People’s Bank of China announced it will conduct a 500 billion yuan outright reverse repo operation on September 7, 2026, using fixed quantity, interest rate bidding, and multiple-price auction methods. The operation will have a term of 3 months (89 days), maturing on December 5, 2026.

Macro
05:00

Eurozone retail sales dropped 0.6% month-on-month in July, missing expectations of a 0.2% rise, after a revised 0.3% decline in June. The data signals weakening consumer demand in the bloc.

Macro
05:00

The second China-Cambodia public-private dialogue mechanism meeting was held in Phnom Penh on September 3, attended by Cambodian Deputy Prime Minister Sun Chanthol, Chinese Ambassador Wang Wenbin, and over 70 officials from 20-plus Cambodian ministries, along with representatives from 70 Chinese enterprises. The meeting aimed to foster cooperation between the two countries’ public and private sectors.

Macro
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