China fourth-quarter growth slows to 4.5%, weakest in nearly three years as

Investment Analysis Clubs Macro Economic Trends and Risks
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It’s only a matter before we slingshot pass China. LOL

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Hard to say this is shocking, but the pace of the slowdown definitely matters. China growing at 4.5% changes a lot of assumptions people baked into global forecasts. Commodities, exporters, and emerging markets all feel it sooner or later. Markets seem calm now, yet this kind of data usually shows up in earnings with a delay.

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Real-estate deflation is the biggest drag on the China economy. A 35% across the board plunge in real-estate and commercial property is a crisis contributing to deflationary pressure on GDP. 52% of the China economy is domestic spending. China’s trade surplus in 2025 is 1.2 Trillion, marks the first time the surplus has exceeded $1 trillion. The China export market is the only thing keeping China afloat. If the United States saw a deflationary 35% plunge in real-estate and commercial property, a 4.5% growth in GDP would be unthinkable.

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