China's weakening economy sparks policy responses

Key developments

1. Sep 15, 2026

   China’s new-home prices fall for the third straight month, down 0.1% month over month and 3.0% year over year.

   5 sources on this →
2. Sep 15, 2026

   PBOC plans new Macro Prudential Assessment metrics to curb banks’ long-dated bond holdings amid a bond-market rally.

   5 sources on this →
3. Sep 15, 2026

   China retail sales miss forecasts while investment growth slows in August, highlighting weak consumer demand.

   14 sources on this →

Coverage across the spectrum

Stories in this storyline

Finance

China new-home prices fall for third straight month

China’s housing market stayed weak in August as new home prices fell 0.1% month over month and 3.0% year over year, though tier-1 cities showed signs of stabilization with Shanghai posting a year-on-year gain and Beijing’s declines narrowing. In addition, Guangzhou logged a 1.9% year-over-year drop, underscoring a broad downturn despite pockets of resilience in high-end demand.

5 sources

Finance

PBOC Plans Metrics to Limit Banks’ Long-Bond Holdings

China’s central bank plans to add new metrics to the Macro Prudential Assessment to curb banks’ excessive long-dated bond and fund holdings and to monitor deviations between money-market and bond yields, with specific thresholds still under consultation. The move comes as the bond market rallies while global markets sell off, potentially prompting smaller banks to adjust portfolios as regulators tighten risk controls under the dual-pillar framework.