China’s property slump is far from bottoming. But Beijing is prioritizing tech growth

China’s property slump is far from bottoming. But Beijing is prioritizing tech growth

A new residential complex under construction in Hangzhou, Zhejiang Province, China on October 20, 2025. Cfoto | Future Publishing | Getty Images BEIJING — Chinese policymakers are unlikely to shore up the country’s struggling real estate sector, analysts told CNBC, even as the housing slump drags on economic growth. The assessment comes as China’s top…

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A resilient consumer isn’t an all-clear for investing in retailers and restaurants

A resilient consumer isn’t an all-clear for investing in retailers and restaurants

Bank leaders seem to have reached a consensus: Despite a minefield of uncertainties this year, the U.S. consumer has remained surprisingly resilient. The takeaway for stock-pickers, though, is far from clear-cut. Ranging from President Donald Trump’s aggressive trade policy to the path of interest rates and a cooling labor market, the questions looming over the…

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Whipsaw in flows catches S&P 500

Whipsaw in flows catches S&P 500

(These are the market notes on today’s action by Mike Santoli, CNBC’s Senior Markets Commentator. See today’s video update from Mike above.) In last Friday’s closing notes here, I offered this idea about the latest bout of market choppiness: “While the China flareup had folks comparing this tape to April’s tariff panic, it’s worth remembering…

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