🚨BREAKING: China’s Economy Still Tanking
Factory activity in China contracted for the 3rd straight month, despite a temporary trade truce with the U.S.
Here’s what that means for Trump’s trade war, U.S. dominance—and the CCP’s unraveling. 🧵👇
Factory activity in China contracted for the 3rd straight month, despite a temporary trade truce with the U.S.
Here’s what that means for Trump’s trade war, U.S. dominance—and the CCP’s unraveling. 🧵👇
2/ China’s PMI just came in at 49.7.
That’s three months below 50—the line between growth and decline.
Translation: Factories are shrinking, and Xi Jinping can’t stop it.
U.S. tariffs are biting deep—and China is bleeding industrial power.
rodmartin.org/p/china-cant-w…
That’s three months below 50—the line between growth and decline.
Translation: Factories are shrinking, and Xi Jinping can’t stop it.
U.S. tariffs are biting deep—and China is bleeding industrial power.
rodmartin.org/p/china-cant-w…
3/ Exports are collapsing.
New export orders have contracted 14 months in a row.
June’s reading? A dismal 47.7.
Chinese shipments to the U.S. fell 34.5% year-over-year in May—the steepest drop since COVID.
New export orders have contracted 14 months in a row.
June’s reading? A dismal 47.7.
Chinese shipments to the U.S. fell 34.5% year-over-year in May—the steepest drop since COVID.
4/ Employment? Down again.
Factory hiring dropped for the third straight month.
The employment index hit 47.9—proof that Chinese workers are paying the price for Xi’s failed economic model.
While Trump is reshoring jobs, China’s losing them.
rodmartin.org/p/us-tariffs-m…
Factory hiring dropped for the third straight month.
The employment index hit 47.9—proof that Chinese workers are paying the price for Xi’s failed economic model.
While Trump is reshoring jobs, China’s losing them.
rodmartin.org/p/us-tariffs-m…
5/ The Geneva “truce” is a lifeline. But...
Xi & Trump paused tariffs for 90 days to negotiate.
But be real: China’s economy is structurally broken—tariffs just expose the rot.
Debt, deflation, real estate collapse, capital flight—it’s all unraveling.
rodmartin.org/p/the-end-of-t…
Xi & Trump paused tariffs for 90 days to negotiate.
But be real: China’s economy is structurally broken—tariffs just expose the rot.
Debt, deflation, real estate collapse, capital flight—it’s all unraveling.
rodmartin.org/p/the-end-of-t…
6/ Deflation is accelerating.
China’s Producer Price Index plunged 3.3% in May—the worst since 2022.
Consumer prices are falling too.
That’s not recovery. That’s collapse.
Deflation means no one’s buying. Factories slow. Layoffs rise. And the spiral continues.
China’s Producer Price Index plunged 3.3% in May—the worst since 2022.
Consumer prices are falling too.
That’s not recovery. That’s collapse.
Deflation means no one’s buying. Factories slow. Layoffs rise. And the spiral continues.
7/ With exports falling, property markets cratering, and local governments buried in debt, Beijing’s “stimulus” isn’t working.
Capital Economics warns: the second half of 2025 will be even worse. Kyle Bass is even more pessimistic.
And they’re right.
Capital Economics warns: the second half of 2025 will be even worse. Kyle Bass is even more pessimistic.
And they’re right.
https://x.com/RodDMartin/status/1939067560479150163
8/ 🔥 THE BOTTOM LINE:
China’s economy is contracting, exports are down, factories are cutting jobs—and Xi is losing face.
Meanwhile, U.S. manufacturing is rising. Tariff policy is reshoring industry.
This is economic war—and we’re winning.
rodmartin.org/p/deep-dive-th…
China’s economy is contracting, exports are down, factories are cutting jobs—and Xi is losing face.
Meanwhile, U.S. manufacturing is rising. Tariff policy is reshoring industry.
This is economic war—and we’re winning.
rodmartin.org/p/deep-dive-th…
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