China trade balance for February: $ bn

  • expected +$51.00bn, prior was $63.29bn

Exports: -25.4% y/y

  • expected -14.5%, prior was -11.2%

Imports: -13.8% y/y

  • expected -12.0%, prior was -18.8%

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we've already had the data in yuan terms

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We've seen big falls in 'risk' this morning time in Asia, pre-empting the poor data from China. The fall in exports is a shocker. Imports down also, but not quite so bad.

As I said in the preview for this data earlier today, the exports and imports data is indicative of weaker demand abroad and at home

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Exports posting the biggest year on year drop since May of 2009. its lucky the data is fictional, yeah? ;-)

Otherwise you'd have to worry about the global economy :-D

And, more seriously ... January / February data from China is subject to the Lunar New Year holiday volatility - bringing forward trade, pushing it back and so on. Having said that, though, the export figure in January was shockingly bad too!

(Jan data is here, yuan terms, & USD terms)

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More:

  • China's imports of copper, iron ore, coal and soybeans fell in February from the preceding month, while crude oil imports rose to a monthly record
  • Iron ore: China imported 73.61 million tonnes in February, versus 82.19 million tonnes in January