Political Fallout in China

France’s President called it a matter of life and death for European industry. The head of the European Commission said it has reached “an inflection point.” The Chinese have been trying to export their way out of what is now a major downturn. The truth is, neither side has much choice; the Chinese have to do it and the Europeans have to start resisting it. What China just reported in banking and the economy shows they’re out of options even if it means sinking relations with an entire continent.  

Eurodollar University's Money & Macro Analysis

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Thursday December 17, 6pm ET

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Bloomberg China Forces Reckoning in Europe as Trade Turns Existential
https://www.bloomberg.com/news/articles/2025-12-12/china-forces-reckoning-in-europe-as-trade-boom-turns-existential

Politico EU European industry faces ‘life or death,’ Macron says — and China needs to help
https://www.politico.eu/article/europe-china-emmanuel-macron-foreign-investment-trade/

Bloomberg China Politburo Member Misses Two Key Meetings as Mystery Builds
https://www.bloomberg.com/news/articles/2025-12-12/china-politburo-member-misses-two-key-meetings-as-mystery-builds

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU