Crisis Management for a Conflict with North Korea

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關稅戰撐不住 中國人行降準又降息

The tariff war cannot sustain the Chinese central bank, which cuts the reserve requirement ratio and interest rates

Liberty Times Net | Local Language | News | May 9, 2025 | UndeterminedTrade Issues and Numbers

On May 7, the People's Bank of China, alongside three financial regulatory agencies, announced a series of economic stimulus measures in response to the effects of U.S. tariffs on the Chinese economy. These measures include lowering the reserve requirement ratio and policy interest rates, as well as implementing eight additional policies aimed at enhancing economic stability and growth.

As part of these measures, the reserve requirement ratio will be reduced by five percentage points, providing one trillion yuan in liquidity to the market. The seven-day reverse repurchase rate will decrease from 1.5% to 1.4%, which is expected to lead to a reduction in the loan market benchmark interest rate as well. Moreover, the interest rate for individual housing provident funds will be lowered, along with a significant cut for first-home purchases. Alongside these actions, RMB 500 billion in loans will be dedicated to consumer and pension financing.

However, skepticism remains regarding the effectiveness of these stimulus measures. Economists, including those from the Economist Intelligence Unit, argue that the impact on domestic credit demand will be limited, as borrowing behavior may not correlate strongly with interest rate changes. Additionally, incremental measures to support small enterprises and stabilize the housing market were outlined by China's State Financial Regulatory Administration, aiming to foster economic recovery.

In the geopolitical context, U.S. Treasury Secretary Jeff Bethune and Trade Representative Greer are scheduled to meet with Chinese Vice Premier He Lifeng in Switzerland to address trade tensions. President Trump acknowledged that high tariffs have severely impacted China’s economy, stating that negotiation is essential for both countries to move forward. The ongoing discussions are expected to ease tensions rather than produce a significant trade agreement at this stage.

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