Podcasts about Plenum

Nun denn, hier kommt die lang ersehnte Fortsetzung von eurem geliebten Thermalbad-Podcast!! Heute stehen an: Karins Schnorchelerfahrungen im unfreundlichsten Bad der Schweiz. Die Nerven liegen blank bei Mutter 1. Bei Mutter 2 ist alles im Saft, denn in dieser Folge gibt es einen kleinen Auffrischungskurs für den berühmt-berüchtigten Krallengriff. Und unsere selbsternannte Sextoy-Testerin Dara erklärt, wie man sich selber zum Squirten bringen kann. Einfach falls demjenigen der helfen sollte Hand anzuegen, gerade die Hände gebunden sind hehe... Apropos - Ja, es gab den es ersten Firmenausflug in den Knast und das erste Kennenlernen im Plenum. Ja, es sind aufregende Zeiten für die Mütter. Aber wir freuen uns und sehen uns hoffentlich bald im Kino: am 19.11.2025 kommt endlich die Fortsetzung vom Thermalbad... äh, nein - VON WICKED NATÜRLICH!! in die schweizer Kinos. Lasst uns gemeinsam der Schwerkraft trotzen

Mit Katja Meier rede ich über ein wichtiges Thema: Die vertrauliche Spurensicherung und den Antrag der BÜNDNISGRÜNEN diese in Sachsen zu verbessern. Was das genau ist und wie die flächendeckende Unterstützung von Opfern von Gewalt ausgebaut und weiterhin unterstützt werden soll, hört ihr in dieser Folge. Leider müssen wir in diesem Zusammenhang aber auch über ein vollkommen aus dem Ruder gelaufenes Plenum reden, bei dem sich die AfD nicht entblödete, selbst bei diesem Thema Hass und Hetzte zu versprühen.

The recent conclusion of China's Fourth Plenum has shed light on the strategic direction of the 15th Five-Year Plan, highlighting key priorities such as boosting domestic consumption, advancing technological self-reliance, and expanding into new export markets. Following the Plenum, Chinese President Xi also met with US President Trump in South Korea, reaching a mutual agreement to pause key trade escalations for a year. What do these developments mean for the future of US-China relations, and can Chinese markets continue its bull run in 2026? This episode is presented by Richard Tang, Head of Research Hong Kong at Julius Baer and Hong Hao, Managing Partner and CIO of Lotus Asset Management Ltd.

This week on Sinica, I chat with Lizzi Lee, a fellow on the Chinese economy at the Asia Society Policy Institute and one of the sharpest China analysts working today. We dig into the 4th Plenary Session of the 20th Party Congress and what it reveals about China's evolving growth model — particularly the much-discussed but often misunderstood push against "involution" in key sectors like EVs and solar. Lizzi walks us through the structural incentives driving overcompetition, from local government finance and VAT collection to the challenges of rebalancing supply and demand. We also discuss her recent Foreign Affairs piece on China's manufacturing model, why "overcapacity" is a misleading frame, the unexpected upsides of China's industrial strategy for the global green transition, and what happened at the Trump-Xi meeting in Busan. This is a conversation about getting beyond the binaries and understanding the actual mechanisms — and contradictions — shaping China's economic trajectory.4:43 – What Western reporting missed in the 4th Plenum communique 6:34 – The "anti-involution" push and what it really means 9:57 – Is China's domestic demand abnormally low? Context and comparisons 12:41 – Why cash transfers and consumption subsidies are running out of steam 15:00 – The supply-side approach: creating better products to drive demand 18:33 – GDP vs. GNI: why China is focusing on global corporate footprints 20:13 – Service exports and China's ascent along the global supply chain 24:02 – The People's Daily editorial on price wars and profit margins 27:31 – Why addressing involution is harder now than in 2015 29:56 – How China's VAT system incentivizes local governments to build entire supply chains 33:20 – The difficulty of reforming fiscal structures and local government finance 35:12 – What got lost in the Foreign Affairs editing process 38:14 – Why "overcapacity" is a misleading and morally loaded term 40:02 – The underappreciated upside: China's model and the global green transition 43:14 – How politically potent deindustrialization fears are in Washington and Brussels 46:29 – Industry self-discipline vs. structural reform: can moral suasion work? 50:15 – BYD's negotiating power and the squeeze on suppliers 53:54 – The Trump-Xi meeting in Busan: genuine thaw or tactical pause? 57:23 – Pete Hegseth's "God bless both China and the USA" tweet 1:00:01 – How China's leadership views Trump: transactional or unpredictable? 1:03:32 – The pragmatic off-ramp and what Paul Triolo predicted 1:05:26 – China's AI strategy: labor-augmenting vs. labor-replacing technology 1:08:13 – What systemic changes could realistically fix involution? 1:10:26 – Capital market reform and the challenge of decelerating slowly 1:12:36 – The "health first" strategy and investing in peoplePaying it forward: Paul TrioloRecommendations: Lizzi: Chokepoints: American Power in the Age of Economic Warfare by Edward Fishman Kaiser: Morning Coffee guitar practice book by Alex RockwellSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

At the recent CPC Central Committee plenum, China set the blueprint for its 15th Five-Year Plan (2026-2030), reinforcing a focus on high-quality development and technological advancement. We explore the implications for global partners, with a special look at what it means for Africa.

Das 4. Plenum des 20. Zentralkomitees der Kommunistischen Partei Chinas wurde mit Spannung erwartet. Trotz großer Säuberungsaktionen unter seinen Anhängern bleibt Xi Jinping weiterhin an der Macht.

Send us a textWhile China discussed the details of its next five year plan in Beijing – this week Juliet Mann went to Nicosia where an incredible mix of politicians, academics and broadcast experts gathered for the China-Cyprus-Europe Media Forum – an event designed to consider how increasing media exchanges and cooperation can shape a better future for relations between China and Cyprus, and indeed the rest of Europe.And as at the 4th Plenum in Beijng, technology was at the forefront of the event – especially how AI is changing the economic and media landscape.So in this special edition of The Agenda, from the Cyprus Broadcasting Corporation Headquarters in Nicosia, Juliet Mann is joined by Thanasis Tsokos, Director General of the Cyprus Broadcasting Corporation, Liu Zhen, Vice President of Kuaishou Technology, Rita Fatiguso, China expert and former Beijing Correspondent of the Italian channel Il Sole 24 Ore,  Professor Fu Xiaoguang from the Communication University of China in Beijing, and Elli Kotziamani, Chair of the Cyprus Media Ethics Committee and Director of the News Department at the Greek network, Ant1.

It's Tuesday, October 28th, A.D. 2025. This is The Worldview in 5 Minutes heard on 140 radio stations and at www.TheWorldview.com.  I'm Adam McManus. (Adam@TheWorldview.com) By Kevin Swanson South African government regulating churches Earlier this month, the South African government agency, known as the Cultural, Religious and Linguistic Rights Commission, launched a committee to regulate churches in the country. The new committee will most likely make determinations as to “what qualifies as a religion,” who may be recognized as a religious leader, and where churches may worship. The concern is also that this governmental power would force churches to come under State-approved umbrella bodies. The nation's churches have scheduled a march to the Parliament building in Cape Town, the capital of South Africa, on November 13th. South Africa rejects self-defense as reason to own a gun The South African Parliament is also considering additional restrictions on firearms to remove “self-defense” as a valid reason to own a gun. This would remove meaningful protection for families, farms, and churches from violent criminals, in one of the most violent nations on Earth. The Communists and the left-leaning African National Congress have 51% control of the South African parliament. Turmoil in Chinese Communist Party The Chinese Communist government is still in turmoil. At this moment, 38 of the 205 members of the central committee failed to appear for the big Plenum session last week. Of the 33 generals on the Committee, 22 were missing. Trump to meet with Chinese president Xi Jinping on Asian tour President Donald Trump met with Japan's newly elected Prime Minister Sanae Takaichi yesterday. This week, he will move on to high level meetings in South Korea and China, with Chinese President Xi Jinping on Thursday.  The White House announced that President Trump has signed historic peace deals with Cambodia and Thailand, trade deals with Malaysia, Cambodia, Thailand and Vietnam, and minerals deals with Malaysia and Thailand. Javier Milei's mid-term election triumph in Argentina The results for Argentina's mid-term elections are in.  And Javier Milei's Libertarian Party crushed it, reports Reuters. Now, Milei's party has 41% control of the legislature which is up from 26% in 2023. The left wing party dropped off from 44% to 32% which is an 11% decline. Milei's agenda will have stronger legislative backing for more reforms in tax reduction and deregulation of business for the country. Bolivia rejects socialism And, by God's sovereign order of things, Bolivia has a new president as of last week, reports CBS News. Rodrigo Paz is more centrist — a change after 20 years of socialism in this mountainous country of South America. Not surprisingly, socialist countries like Venezuela and Bolivia are the poorest countries in all of South America. King Charles III glorified sodomy King Charles III of England glorified homosexuality yesterday by placing flowers at a newly constructed memorial to homosexuals serving in the nation's military, reports The Times. Prince Charles's mentor and uncle, Lord Louis Mountbatten, served as Britain's Chief of Defense in the 1960s, and was reported in 2019 as “a homosexual with a perversion for young boys.” King Charles III joined Pope Leo XIV for worship King Charles III made other news headlines last week, when he participated in a public worship service with the Roman Catholic Pope Leo XIV.   This was the first time a reigning British monarch joined the Pope for such events since the Reformation. King Charles and his wife, Camilla, sat on golden thrones under Michelangelo's "Last Judgment" fresco in the Sistine Chapel for the ecumenical service.  Joel 3 reminds us of God's judgement.   “Let the nations be wakened, and come up to the Valley of Jehoshaphat; For there I will sit to judge all the surrounding nations. Put in the sickle, for the harvest is ripe. Come, go down; for the winepress is full, the vats overflow — for their wickedness is great.” Putin celebrates successful test of missile Russian President Vladimir Putin celebrated a successful test for the Burevestnik missile over the weekend, reports CBS News. Putin announced that the armament was ready for deployment, after it completed a 10,000-mile flight. Plus, according to the Russian military, the missile “successfully performed all designated vertical and horizontal maneuvers, demonstrating its strong ability to evade anti-missile and air defense systems.” Hurricane Melissa: Biggest one to hit Caribbean Category 5 Hurricane Melissa is barreling down on Jamaica. It's the strongest hurricane to hit the Caribbean nation in recorded history.  America's most lethal aircraft carrier off Venezuelan coast Meanwhile, the U.S. Military is sending its most lethal aircraft carrier from European waters into the Caribbean for the ongoing drug war, now heating up somewhere off the shores of Venezuela, reports TheHill.com. The main target for the flurry of activity appears to be Venezuelan President Nicolás Maduro, whom the Trump administration has called an “illegitimate leader.” Appearing on CBS's Face the Nation with Margaret Brennan, Republican Senator Lindsey Graham of South Carolina was asked about possible land strikes in Venezuela. BRENNAN: “Are land strikes planned?” GRAHAM: “Yeah, I think that's a real possibility. I think President Trump's made a decision that [Venezuelan President Nicolás] Maduro, the leader of Venezuela, is an indicted drug trafficker, that it's time for him to go. Venezuela and Colombia have been safe havens for ‘narco terrorists' for too long.” Oil likely will cost less in 2026 America's oil wells are pumping it out.   Chevron CEO Mike Wirth told Fox Business host Maria Bartiroma, that gas prices in 2026 may very well be lower than they were this year. BARTIROMA: “Can you give us a sense of what you would expect for 2026?” WIRTH: “Yeah, I think we see supply growing, particularly from the OPEC-supplying countries, and demand growing steadily. But as this supply comes back, it's weighing on commodity markets. So, we're prepared for prices in ‘26 to be lower than they were in ‘25.” Christian pastors arrested for child p*rn And finally, assorted national news stories report that Christian pastors and leaders have been recently arrested for possession of extreme evil forms of pornography involving children.   Singer and worship leader Jon Paul Sheptock, of First Montgomery Baptist Church, is under arrest, reports the Baptist Press.  The Idaho Statesman reports that the senior pastor at Sovereign Grace Fellowship in Nampa, Idaho was arrested for handling images of a “horrific” nature. Another Baptist youth pastor from Greenville, South Carolina was just sentenced to twenty years for a similar offense. A pastor of the House of Prayer Christian Church in Georgia has been indicted by a federal court for similar offenses. And another former youth pastor at the Southcoast church in Goleta, California has been arrested on related charges. Jeremiah speaks of religious scandals in the churches. The prophet wrote, “My heart within me is broken because of the prophets. . . For the land is full of adulterers; For because of a curse the land mourns. The pleasant places of the wilderness are dried up. Their course of life is evil, and their might is not right. “For both prophet and priest are profane; Yes, in My house I have found their wickedness,” says the Lord. I will bring disaster on them, the year of their punishment.” (Jeremiah 23:9-12) Close And that's The Worldview on this Tuesday, October 28th, in the year of our Lord 2025. Follow us on X or subscribe for free by Spotify, Amazon Music, or by iTunes or email to our unique Christian newscast at www.TheWorldview.com.  I'm Adam McManus (Adam@TheWorldview.com). Seize the day for Jesus Christ.

In this week's episode of China Insider, Miles Yu reviews the Chinese Communist Party's fourth plenum, including the newly announced five-year development plan and appointment of Zhang Shengmin as the new Vice Chair of the Central Military Commission. Next, Miles covers the latest developments from the ASEAN summit in Malaysia including the US-China trade deal framework, and previews the upcoming APEC summit as President Trump plans to meet with Xi Jinping in South Korea. Finally, Miles circles back on Japan's elections for Prime Minister, and outlines the potential impact PM-elect Sanae Takaichi will have on China-Japan relations and the current Indo-Pacific landscape. China Insider is a weekly podcast project from Hudson Institute's China Center, hosted by China Center Director and Senior Fellow, Dr. Miles Yu, who provides weekly news that mainstream American outlets often miss, as well as in-depth commentary and analysis on the China challenge and the free world's future.

From October 20-23, the Central Committee of the Chinese Communist Party held its Fourth Plenum in Beijing, marking an important moment as the Party sets the direction for China's development for the next five years. The session adopted recommendations for the 15th Five-Year Plan, endorsing Xi Jinping's goals of high-quality development, scientific and technological self-reliance, and strengthening national security in response to rising global instabilities. The Central Committee also announced the replacement of 11 members, the highest personnel turnover since 2017 amid an ongoing anti-corruption purge in the military. To discuss the plenum's outcomes, we are joined by Jonathan Czin. Jonathan is a leading expert on Chinese politics and foreign policy. He holds the Michael H. Armacost Chair in Foreign Policy Studies and is a fellow in the John L. Thornton China Center at the Brookings Institution. He previously led the intelligence community's analysis of Chinese politics and policy making at the CIA and also spent two years as director for China at the National Security Council during the Biden administration.  Timestamps:  [00:00] Start  [01:36] Why the Fourth Plenum Matters  [03:37] Key Takeaways: Policy Continuity and Political Purges  [05:07] Zhang Shengmin and Xi Jinping's Military Ambitions  [09:23] Signals and Adjustments in Economic Planning  [11:56] Previewing the 15th Five-Year Plan  [13:33] Xi Jinping's Growing Confidence  [17:42] Political Messaging and Choreography  [20:21] Language in the Communique: “Strategic Resolve”  [22:28] What to Expect from the Xi-Trump Summit  [26:38] Is Beijing Worried the Summit Could Backfire? 

W najnowszym komentarzu chińskim red. Damian Adamus omawia przebieg 4. Plenum 20 Komitetu Centralnego Komunistycznej Partii Chin oraz założenia kolejnego, 15. Planu Pięcioletniego. Co wydarzyło się na plenum i bezpośrednio przed nim? Co oznacza najniższa od kilkudziesięciu lat frekwencja na plenum? Jakie konsekwencje niesie za sobą czysta wśród wojskowych? Jaki plan na dalszy rozwój gospodarczy ma Komunistyczna Partia Chin? Jak otoczenie międzynarodowe wpływa na chińskie plany? O tym mówił redaktor naczelny Nowego Ładu.

China Stuck in a Flux | Xi Jinping In or Out? | 4th Plenum | Gen PR Shankar, Sanjay Dixit

US President Donald Trump is aiming for a quick win in a pivotal Thursday meeting with Chinese counterpart Xi Jinping, even if the outcome falls short of the sweeping deal he's teased on issues at the heart of the rivalry between the world's two largest economies. Ahead of the sit-down, the US president said he wants to extend a pause on higher tariffs on Chinese goods in exchange for Xi resuming American soybean purchases, cracking down on fentanyl and backing off restrictions on rare-earth exports — all while maintaining some trade barriers he sees as essential. China vowed to enhance technological self-reliance and grow the domestic market in the next five years, as it looks to both insulate the economy from foreign pressures and build a sustainable engine for growth. The country will aim to "greatly increase" the capacity for self-reliance and strength in science and technology, according to a communique released Thursday after a four-day conclave of the Communist Party's Central Committee. It will also seek to maintain manufacturing's share in the economy at a "reasonable" level as part of efforts to build a modern industrial system. For more, we heard from Peiqian Liu, Economist at Fidelity International Asia. She spoke to Bloomberg's Annabelle Droulers and Avril Hong on the Asia Trade. Plus - Asian stocks opened higher Friday as a planned meeting between Donald Trump and Xi Jinping eased nerves around trade tensions. The dollar was little changed ahead of US inflation data, with investors expecting the Federal Reserve to announce a rate cut next week despite inflation being above the Fed's goal. For more on the market action, we heard from Mark Cranfield, Bloomberg's MLIV Strategist. He spoke to Bloomberg's Annabelle Droulers and Avril Hong on the Asia Trade. See omnystudio.com/listener for privacy information.

China has pledged to achieve significant progress in high-quality development and substantial improvements in scientific and technological self-reliance over the next five years.

US-China frictions weigh on the risk tone; Bessent said they are contemplating the next move if talks don't work outDXY posts modest gains, EUR pressured, while Sterling remains lower but is off the worst levels on WednesdayFixed benchmarks struggled for direction, US 20yr was decentCrude supported by reports around Ukraine's use of Western long-range missiles, metals softerLooking ahead, highlights include US National Activity Index (Sep), Existing Home Sales (Sep), EZ Consumer Confidence Flash (Oct), Canadian Retail Sales (Aug), Australian Flash PMIs (Oct), (Suspended Releases: US Weekly Claims), CBRT Policy Announcement, CCP 4th Plenum (20th-23rd), European Council (23rd-24th), Speakers including ECB's Lane, Fed's Bowman & Barr (Fed on Blackout), Supply from UK & US.Earnings from Dassault, Orange, STMicroelectronics, Beiersdorf, Nokia, BE Semiconductor, Intel, American Airlines, Freeport McMoRan, Honeywell, Dow, Southwest Airlines, Blackstone, PG&E, T-Mobile US & Valero Energy.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

China published fourth plenum communique: approved five-year plan, and aiming for a 'big increase' in the level of tech self-reliance.European equities are mostly higher, whilst US equity futures are mixed; TSLA -3%, IBM -7.2%, Quantum stocks +10%.DXY is flat, Antipodeans lead whilst havens lag in quiet trade.Bonds are pressured as the risk tone sees pockets of improvement; decent UK auction sparked little move in Gilts at the time.New Russian sanctions push crude benchmarks higher, XAU continues to consolidate.Looking ahead, Existing Home Sales (Sep), EZ Consumer Confidence Flash (Oct), Canadian Retail Sales (Aug), Australian Flash PMIs (Oct), (Suspended Releases: US Weekly Claims), CBRT Policy Announcement, CCP 4th Plenum (20th-23rd), European Council (23rd-24th). Speakers including ECB's Lane, Fed's Bowman & Barr (Fed on Blackout). Earnings from Intel, American Airlines, Freeport McMoRan, Blackstone, T-Mobile US & Valero Energy.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

On today's show Andrew and Bill begin with questions surrounding the Fourth Plenum as it continues in Beijing this week. Topics include: The Party's messaging on past successes, a timeline for policy announcements in the days and weeks to come, steps the Party may take to address consumption with its next Five-Year Plan, and the full spectrum of possibilities surrounding Xi and his succession plans. From there: Reactions to the news of PLA purges that became official last week, including why some explanatory theories make more sense than others and why the upheaval is not necessarily a positive signal for Taiwan. At the end: More notes on the trade war with the U.S., the plot thickens with Nexperia and the Netherlands, a new website for Andrew's writing, and an update on Yang Hansen in Portland.

European bourses are broadly lower, but FTSE 100 outperforms after UK inflation; US equity futures are modestly weaker.USD is flat & GBP hit after region's softer-than-expected inflation report, which has boosted bets for a cut in December.USTs are flat/slightly firmer ahead of supply, Gilts gap higher after CPI, Bunds marginally pressured after yet another poor auction.Initial morning bounce back in gold has faded with XAU now lower on the session; crude complex is on a firmer footing.Looking ahead, CCP 4th Plenum (20th-23rd), Speakers including ECB's de Guindos, Lagarde & Fed's Barr, Supply from the US, Earnings from SAP, Tesla, IBM, Kinder Morgan, Alcoa, Lam Research, GE Vernova, Hilton, AT&T & Thermo Fisher.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump said he will discuss a lot of things with Chinese President Xi in two weeks; however, he added that the meeting might not happenUS futures are marginally firmer, while European futures point to a slightly lower cash openDXY softened overnight, EUR and GBP lifted modestly off Tuesday's trough, USD/JPY contained and back below 152.00Fixed benchmarks rangebound into supplyCrude underpinned by a Russian strike on Ukrainian energy infrastructure, XAU continued to falter to the USD 4k/oz mark but has since bouncedLooking ahead, highlights include UK CPI (Sep), CCP 4th Plenum (20th-23rd), BoJ SLOOS, Speakers including ECB's de Guindos, Lagarde & Fed's Barr, Supply from Germany & US, Earnings from SAP, Barclays, Akzo Nobel, Tesla, IBM, Kinder Morgan, Alcoa, Lam Research, GE Vernova, Hilton, AT&T & Thermo Fisher.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

China’s Communist Party is holding its Fourth Plenum, a key meeting that will shape the country’s next five-year plan and guide economic priorities through 2030. With growth slowing, a deepening property downturn, and renewed trade uncertainty, how will policymakers keep the recovery on track? Heng Koon How, Head of Markets Strategy at UOB, joins us to discuss China’s outlook, the path of the renminbi, and how ASEAN markets could be affected as Beijing charts its next phase of growth and reform. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

Pekin postawi na rozwój wysokiej jakości; nauka i technologia mają stanowić o potędze Państwa Środka. To wielkie wyzwanie dla świata - mówi Andrzej Zawadzki-Liang.

Ce mardi 21 octobre, Alexis Karklins-Marchay, directeur général délégué d'Eight-Advisory, était l'invité d'Annalisa Cappellini dans Le monde qui bouge - L'Interview, de l'émission Good Morning Business, présentée par Laure Closier. A l'occasion du plénum sur le 15e plan quinquennal chinois, ils sont revenus sur les formidables avancées économiques de la Chine, devenue une puissance technologique capable de rivaliser sans rougir avec les États-Unis, sur le ralentissement de la croissance chinoise, et les grands défis stratégiques qui attendent l'Empire du milieu pour construire un meilleur futur. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

APAC stocks took their cues from the rally on Wall Street as the focus remained on US-China trade with some optimism following US President Trump's comments in which he stated that China has been respectful of them.US President Trump continued to tout a November 1st deadline for additional tariffs, he also reaffirmed that he will be meeting with Chinese President Xi and thinks they will reach a 'fantastic deal'.Japanese LDP leader Takaichi won the lower house vote (237 votes out of 465-seats) to become Japan's first female PM, as expected.European equity futures indicate a modestly positive cash market open with Euro Stoxx 50 futures up 0.1% after the cash market closed with gains of 1.3% on Monday.Looking ahead, highlights include UK PSNB (Sep), Canadian CPI (Sep), NBH Policy Announcement, CCP 4th Plenum (20th-23rd), Speakers including ECB's Nagel, Lane & Lagarde, Fed's Waller, BoE's Bailey & Breeden, Supply from UK & Germany,Earnings from Netflix, Intuitive, Texas Instruments, Capital One Financial, Coca-Cola, GE Aerospace, Elevance Health, Lockheed Martin, Philip Morris, RTX, General Motors, 3M, Nasdaq & Danaher.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses are mixed and have traded choppy throughout the morning; US equity futures are modestly lower, ahead of a slew of earnings.DXY is underpinned by the downbeat risk tone and easing credit concerns; JPY underperforms as Takaichi becomes Japanese PM.Global fixed paper are bid amid the softer risk tone and reports around AA rating criteria.Metals sell off as “debasement trade” loses momentum; Crude is essentially flat in choppy trade.Looking ahead, Canadian CPI (Sep), NBH Policy Announcement, CCP 4th Plenum (20th-23rd), Speakers including ECB's Nagel & Lagarde, Fed's Waller, BoE's Bailey & BreedenEarnings from Netflix, Intuitive, Texas Instruments, Capital One Financial, Coca-Cola, GE Aerospace, Elevance Health, Lockheed Martin, Philip Morris, RTX, General Motors, 3M, Nasdaq & Danaher.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

#Lutherhiersteheich #Hauptstadtinsider #JanPeterLuther #DNEWS24 #SchRoKo #HerbstderReformen Ob #Wehrpflicht, #Bürgergeld oder #Migration - nichts will der Merz-Regierung geräusch- und reibungslos gelingen. Die knappe Mehrheit von 12 Stimmen im Bundestag wird in einigen Abstimmungen im Plenum verfehlt. Der Herbst der Reformen droht zum Total-Flop zu werden. Und im nächsten Jahr stehen 5 Landtagswahlen und Kommunalwahlen in Bayern an.Hauptstadtinsider Jan Peter Luther im DNEWSTV24Podcast „Luther – hier stehe ich!“

Ce lundi 20 octobre, les signes croissants de tension dans les banques régionales américaines, ainsi que l'ouverture de la session plénière du Comité central du parti socialiste chinois, ont été abordés par Béatrice Mathieu, rédactrice en chef à L'Express, Erwann Tison, chargé d'enseignement à l'Université de Strasbourg, et Patrick Artus, Économiste et conseiller économique de la société de gestion Ossiam, dans l'émission Les Experts, présentée par Raphaël Legendre sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

APAC stocks were higher amid tailwinds from recent trade-related rhetoric, including US President Trump's comments on Friday that 100% tariffs are not sustainable and that he will be meeting with Chinese President Xi.Nikkei 225 surged to a fresh all-time high above the 49,000 level amid a reignition of the Takaichi trade with the LDP leader on track to become Japan's first female PM following an agreement to form a coalition with Japan's Innovation Party.In China, PBoC maintained LPRs as expected, whilst Chinese GDP, Industrial Production and Retail Sales either matched or topped forecasts, and the CPC Central Committee is also holding a four-day closed-door meeting through to Thursday.US President Trump said on Friday that they are getting along with China, and it looks like the meeting with China will go forward, while he could move the November 1st deadline up if he wanted. Trump added that they will make a deal that will be good for both countries and thinks they will be in a strong position in trade talks with China.Israel's Channel 12 reported that Israel was attacking Gaza, while the Israeli military said Hamas carried out multiple attacks against Israeli forces beyond the ‘yellow line', violating the ceasefire; both sides later said they will adhere to the ceasefire once again.S&P lowered France to 'A+' from 'AA-'; Outlook Stable, while it cited heightened risks to budgetary consolidation; European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.8% after the cash market finished with losses of 0.8% on Friday.Looking ahead, highlights include German Producer Prices (Sep), Canadian Producer Prices (Sep), US Leading Index (Sep), New Zealand Trade (Sep), CCP 4th Plenum (20th-23rd), Speakers including ECB's Schnabel & RBA's Jones, Supply from EU & Italy, Earnings from Sandvik, Zions Bancorp & Cleveland Cliffs.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Alors que s'est ouvert à Pékin le quatrième plénum du Parti communiste chinois, le pays fait face à une croissance en berne et à des défis économiques majeurs. Durant quatre jours, les dirigeants du parti doivent poser les bases du prochain plan quinquennal, feuille de route stratégique pour la période 2026-2030. Depuis ce lundi, les quelque 370 membres du Comité central du Parti communiste chinois sont réunis à huis clos à Pékin pour une session décisive. Ce plénum, quatrième depuis le Congrès de 2022, doit définir les grandes orientations économiques du pays. Mais l'ambiance n'est pas à l'euphorie. Les chiffres publiés dans la nuit sont mauvais - une croissance de seulement 4,8% au troisième trimestre, le rythme le plus faible depuis un an. La Chine n'est plus dans la phase d'expansion triomphante qu'elle a connue dans les années 2000. La croissance, autrefois à deux chiffres, devrait plafonner entre 5 et 6% en 2026, selon les projections officielles. Les investissements directs étrangers se sont effondrés de près de 30% en 2024, la crise immobilière continue d'asphyxier les finances locales, et le chômage des jeunes reste élevé. À cela s'ajoute la guerre commerciale relancée par Donald Trump, qui pèse lourdement sur les exportations. Dans ce contexte, Xi Jinping doit prouver que le Parti garde la main et, surtout, qu'il a un plan pour relancer la deuxième économie mondiale. Ce plénum doit poser les fondations du 15ᵉ plan quinquennal chinois, qui couvrira la période 2026-2030. À lire aussiLa guerre commerciale de Donald Trump redessine les exportations chinoises Trois axes pour relancer la machine chinoise Le premier objectif, c'est la relance de la consommation intérieure. Les Chinois épargnent beaucoup et consomment peu. Pour Pékin, il faut désormais stimuler la demande des ménages afin de soutenir une croissance plus équilibrée. Aujourd'hui, les exportations restent le principal moteur de richesse, un modèle risqué dans un contexte international incertain. Deuxième axe : la modernisation industrielle et technologique. Le Parti mise sur les secteurs stratégiques - semi-conducteurs, robotique, biotechnologie et surtout intelligence artificielle. L'idée est claire : devenir autosuffisant et sécuriser les chaînes d'approvisionnement pour faire face aux États-Unis, qui multiplient les restrictions sur les technologies sensibles. Enfin, troisième priorité : la transition écologique. Paradoxalement, Pékin est à la fois premier émetteur mondial de CO₂ et leader mondial du solaire et des batteries électriques. L'économie verte est perçue comme le nouveau moteur industriel chinois, à la fois pour des raisons environnementales et géopolitiques. Des précédents historiques et un modèle à réinventer Les plénums ont toujours joué un rôle crucial dans l'histoire économique de la Chine. Le plus célèbre reste celui de décembre 1978, où Deng Xiaoping lança la politique de la « porte ouverte » : introduction de la propriété privée, ouverture aux investissements étrangers et création des zones économiques spéciales. Ce tournant marqua l'entrée de la Chine dans l'économie mondiale, jusqu'à devenir, en quelques décennies, la deuxième puissance mondiale. Autre moment clé : le plénum du début des années 1990, qui posa les bases de la restructuration des entreprises d'État et prépara l'adhésion à l'Organisation mondiale du commerce, intervenue en 2001. Mais aujourd'hui, le modèle chinois montre ses limites. La planification, qui a fait le succès du pays, se heurte à une conjoncture plus complexe : endettement élevé, consommation en berne, démographie déclinante et rivalité stratégique avec les États-Unis. Le défi de Xi Jinping est immense : relancer la croissance sans creuser la dette, restaurer la confiance des ménages sans relâcher le contrôle du Parti, et maintenir la compétitivité industrielle sans déclencher de nouvelles guerres commerciales. Ces quatre jours de plénum seront donc scrutés de près. Car si, dans le passé, ces réunions étaient souvent synonymes de rupture et de réinvention, celle-ci pourrait bien être celle d'une Chine en mutation, cherchant un nouvel équilibre entre puissance, stabilité et modernité. À lire aussi«Plenum» du Parti communiste en Chine: Pékin se cherche un nouveau cap économique

As the fourth plenary session of the 20th Communist Party of China Central Committee is held from Monday to Thursday, the spotlight will be on how China will use the key Party meeting to set the tone for its development priorities for the next five years amid persistent economic headwinds.中共二十届四中全会于周一至周四召开，在经济持续面临压力的背景下，外界聚焦中国将如何通过此次重要党内会议，为未来五年的发展重点定调。The fourth plenary session is expected to see the leadership reviewing the proposal of the CPC Central Committee for the 15th Five-Year Plan for National Economic and Social Development, which will lay the groundwork for the country's development from 2026 to 2030.此次四中全会预计将审议《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》，该建议将为中国2026至2030年的发展奠定基础。Observers said that what makes this meeting significant is not the prospect of dramatic shifts, but rather the reaffirmation of a steady and pragmatic vision that has enabled China to weather global uncertainty and maintain momentum as the world's second-largest economy.观察人士表示，此次会议的重要性不在于可能出现重大转向，而在于重申稳健务实的发展理念——正是这一理念帮助中国抵御了全球不确定性，作为世界第二大经济体保持了发展势头。Xi Jinping, general secretary of the CPC Central Committee, has chartered the course for the 15th Five-Year Plan. He has chaired a number of high-level meetings attended by senior officials to discuss key priorities for the new plan, while State media outlets have launched a national campaign to gather public input and feedback.中共中央总书记习近平为“十五五”规划指明了方向。他主持召开多次高级别会议，与高层官员共同研讨新规划的重点任务；同时，中央媒体启动全国性活动，征集公众意见与反馈。During an inspection tour to Shanghai in April, Xi presided over a symposium on China's economic and social development in the 15th Five-Year Plan period.今年4月习近平在上海考察期间，主持召开了“十五五”时期中国经济社会发展座谈会。"We must unswervingly manage our own affairs well, and stay committed to expanding high-standard opening-up," Xi told the symposium, while stressing the need to adapt to the changing global landscape and grasp strategic priorities for China's development.习近平在座谈会上表示：“我们要坚定不移办好自己的事，坚定扩大高水平对外开放。”他同时强调，要主动适应全球格局变化，把握中国发展的战略重点。"Greater emphasis should be placed on ensuring both development and security, with a comprehensive assessment of domestic and external risks and challenges," he said.他指出：“要更加注重统筹发展和安全，全面研判国内国际风险挑战。”The 15th Five-Year Plan is considered a crucial step, as China is using a three-plan period—the 14th, 15th and 16th Five-Year Plans—to "basically realize socialist modernization" by 2035.“十五五”规划被视为关键一步，因为中国正计划通过“十四五”“十五五”“十六五”三个五年规划时期，在2035年“基本实现社会主义现代化”。Experts said that during the 15th Five-Year Plan period, China's development priorities are likely to be centered around enhancing its economic resilience, which will include diversifying trading partners, boosting domestic consumption and improving technology and innovation capabilities.专家表示，“十五五”时期中国的发展重点可能围绕提升经济韧性展开，具体措施包括拓展贸易伙伴多样性、扩大国内消费、提升科技创新能力。Cheng Xusen, a research fellow at Renmin University of China's National Academy of Development and Strategy, said that the development of new quality productive forces, a key driver for high-quality growth, is expected to be a priority in the 15th Five-Year Plan.中国人民大学国家发展与战略研究院研究员程秀森表示，作为高质量发展的关键驱动力，发展新质生产力有望成为“十五五”规划的重点任务。Key priorities include expanding domestic demand, boosting consumption's role in economic growth, creating high-quality jobs and increasing household incomes, Cheng said.程秀森指出，重点任务还包括扩大内需、强化消费对经济增长的拉动作用、创造高质量就业岗位、提高居民收入。In addition, China intends to deepen high-level opening-up by promoting trade facilitation and liberalization, strengthening international economic cooperation, and enhancing its position in global industrial and supply chains, he added.他补充道，此外中国还将通过推动贸易便利化与自由化、加强国际经济合作、提升在全球产业链供应链中的地位，深化高水平对外开放。Cao Heping, a professor at Peking University's School of Economics, said that technology innovation, as the main driving force of high-quality growth, is evolving from an engine that propels progress into a key force reshaping the nation's economic landscape.北京大学经济学院教授曹和平表示，科技创新作为高质量发展的主要驱动力，正从推动发展的引擎，转变为重塑中国经济格局的关键力量。During the 15th Five-Year Plan period, the innovation-driven development strategy is expected to further unleash its effectiveness on a broader scale, Cao said, and the deeper integration of new energy, new materials and intelligent manufacturing is expected to forge new technological strengths and drive the next phase of industrial transformation.曹和平称，“十五五”时期，创新驱动发展战略有望在更广泛领域进一步释放效能；新能源、新材料与智能制造的深度融合，预计将打造新的技术优势，推动下一阶段产业转型。At the April symposium, Xi highlighted the strategic importance of developing new quality productive forces tailored to local conditions during the 15th Five-Year Plan period, adding that China's development will be driven by technological innovation, with the real economy being the foundation.在4月的座谈会上，习近平强调了“十五五”时期因地制宜发展新质生产力的战略意义，并指出中国发展要以科技创新为动力，以实体经济为根基。He also highlighted the importance of improving the national innovation system through stimulating the vitality of various innovation entities and zeroing in on global scientific and technological frontiers.他还强调，要通过激发各类创新主体活力、聚焦全球科技前沿，完善国家创新体系。Matteo Giovannini, a finance professional at the Industrial and Commercial Bank of China and a nonresident associate fellow at the Beijing-based think tank Center for China and Globalization, said that over the past few years, China has consistently contributed around 30 percent of global economic growth, a figure unmatched by any other major economy.中国工商银行金融专业人士、北京智库全球化智库非resident副研究员马泰奥·乔瓦尼尼表示，过去几年中国对全球经济增长的贡献率始终保持在30%左右，这一比例远超其他主要经济体。"In 2024, the country's GDP grew by 5 percent year-on-year, reaffirming its role as a key stabilizer of the world economy. These achievements are not the outcome of short-term stimulus, but of structural progress guided by long-term vision," Giovannini said in an article published by the China Global Television Network.乔瓦尼尼在为中国国际电视台撰写的文章中表示：“2024年中国GDP同比增长5%，再次印证了其世界经济关键稳定器的作用。这些成就并非短期刺激政策的结果，而是长期规划引领下结构型发展的成果。”He said that as China prepares to embark on the next stage of modernization, the fourth plenary session offers an opportunity to consolidate these gains and chart the path forward.他指出，在中国准备迈入现代化建设新阶段之际，四中全会为巩固现有成果、规划未来道路提供了契机。"Ultimately, the fourth plenum embodies China's quiet confidence in its governance model. It demonstrates that reform, innovation and openness can coexist under a framework of stability and national purpose," Giovannini said. "The global environment may be fraught with sanctions, trade friction and political suspicion, but China's long-term orientation enables it to look beyond short-term turbulence."乔瓦尼尼表示：“归根结底，四中全会体现了中国对自身治理模式的从容自信。这表明在稳定与国家目标的框架下，改革、创新与开放可以并行不悖。尽管全球环境充满制裁、贸易摩擦与政治猜忌，但中国的长期导向使其能够超越短期动荡。”20th CPC Central Committee membersn.中共二十届中央委员会委员 /ˈtwentiəθ ˌsiː piː ˈsiː ˈsentrəl kəˈmɪti ˈmembəz/15th Five-Year Plan researchers/expertsn.“十五五”规划研究者/专家/ˌfɪfˈtiːnθ ˈfaɪv jɪə plæn rɪˈsɜːtʃəz/ /ˈekspɜːts/

Quel sera le programme économique de la Chine au cours des cinq prochaines années ? Les principaux responsables du Parti communiste chinois planchent sur la question depuis ce lundi et jusqu'à jeudi. Quatre jours de huis clos pour préparer le plan quinquennal 2026-2030. Que faut-il attendre de ce plenum ? En quoi ce conclave au Palais du Peuple de Pékin peut tous nous concerner ? Avec :  - Jean-François Di Meglio, économiste et président du Conseil d'orientation de l'Institut de recherche Asia Centre.

Ahead of the Fourth Plenum of the 20th Central Committee of the Chinese Communist Party (CCP), this episode of the MERICS China Podcast looks at three issues that are high on the priority list for Chinese decisionmakers, namely urban development, social welfare and global trade tensions. Alexander Davey, Analyst in the Politics and Society Program at MERICS, joins Johannes Heller-John to talk about some of the CCP's priorities for the next months, the upcoming Fourth Plenum from October 20 to 23 and the 15th Five-Year Plan.You can also watch our media briefing on the Fourth Plenum and 15th Five-Year Plan or read our latest MERICS China Essentials for more coverage.

Herzlich willkommen zu Ihrem morgendlichen Newsletter! Xi Jinping steht unter Druck. Kommt die große „Säuberung“ nach dem Plenum? Zudem steht die Frage, ob Deutschlands Heizungsgesetz abgeschafft wird, weiter im Raum. Und: Kommissionspräsidentin Ursula von der Leyen hat in Brüssel ihr Konzept für ein „verteidigungsfähiges Europa“ vorgelegt.

Xi Jinping unter Druck - kommt die große „Säuberung“ nach dem Plenum?

The Communist Party of China will convene a key leadership meeting from Oct 20 to 23 in Beijing to map out priorities of the nation's 15th Five-Year Plan (2026-30), a blueprint that will shape the nation's economic and social agenda and lay the groundwork for its long-term modernization goals.中国共产党将于10月20日至23日在北京召开重要领导会议，制定“十五五”规划（2026-2030年）的重点任务。该规划作为一份蓝图，将确定国家经济社会发展议程，并为国家长期现代化目标奠定基础。The date for the fourth plenary session of the 20th Communist Party of China Central Committee was set at a meeting of the Political Bureau of the CPC Central Committee on Monday. Xi Jinping, general secretary of the CPC Central Committee, presided over the meeting.五年规划是指导中国中长期发展的重要战略文件，明确了每个五年期间各领域的国家目标、主要任务和政策方向。中共二十届四中全会的召开日期是在周一召开的中共中央政治局会议上确定的，中共中央总书记习近平主持了此次会议。Five-year plans are crucial strategic documents guiding China's medium- and long-term development, which outline national goals, major tasks and policy directions in various sectors for each five-year period.五年规划是指导中国中长期发展的重要战略文件，明确了每个五年期间各领域的国家目标、主要任务和政策方向。During Monday's meeting, the Political Bureau was briefed about the opinions solicited from within and outside the CPC about a document on the CPC Central Committee's proposals for formulating the next five-year plan. It was decided at the meeting that the document will be revised based on the discussion at the meeting and submitted to the fourth plenary session for deliberation.在周一的会议上，政治局听取了关于《中共中央关于制定下一步五年规划的建议》文件的党内外意见征求情况汇报。会议决定，将根据会议讨论情况对该文件进行修改，并提交四中全会审议。The plenary session will take place as China nears the completion of its 14th Five-Year Plan (2021-25), which has yielded significant achievements. The country is now gearing up to establish priorities for the upcoming 2026-30 period.此次全会召开之际，中国正接近完成“十四五”规划（2021-2025年），该规划已取得显著成就，目前国家正着手确定2026-2030年的重点任务。The meeting highlighted the importance of upholding the Party's overall leadership during the 15th Five-Year Plan period. With a focus on putting people first, efforts should be made to ensure that more benefits of modernization are shared more fairly among all the people, the meeting said.会议强调，“十五五”时期必须坚持党的全面领导，坚持以人民为中心，努力让现代化建设成果更多更公平惠及全体人民。It stressed the need to stay committed to high-quality development, foster new quality productive forces in line with local conditions, and comprehensively deepen reform while further expanding high-level opening-up.同时，要坚持高质量发展，因地制宜培育新质生产力，全面深化改革，进一步扩大高水平对外开放。China will promote better interplay between an efficient market and a well-functioning government, giving full play to the decisive role of the market in the allocation of resources and ensuring that the government plays its role better, said a statement released after the meeting.会后发布的声明指出，中国将推动有效市场和有为政府更好结合，充分发挥市场在资源配置中的决定性作用，更好发挥政府作用。In accordance with the strategic plan for building China into a great modern socialist country in all respects, as outlined at the 20th CPC National Congress in 2022, China will basically achieve socialist modernization by 2035 through the implementation of the 14th, 15th and 16th five-year plans.根据2022年党的二十大提出的全面建设社会主义现代化强国战略部署，中国将通过实施“十四五”“十五五”“十六五”规划，到2035年基本实现社会主义现代化。Since the start of this year, Xi has made a series of instructions to chart the course for the formulation of the 15th Five-Year Plan.今年以来，习近平总书记就“十五五”规划编制作出一系列重要指示。During an inspection tour to Shanghai in April, Xi said at a symposium on China's economic and social development in the 2026-30 period that "the planning must focus on the goal of basically realizing socialist modernization, with a view to building a great country and advancing national rejuvenation".4月在上海考察时，于2026-2030年中国经济社会发展座谈会上指出，“规划要聚焦基本实现社会主义现代化这一目标，着眼于建设强国、推进民族复兴”。In an instruction in May, he stressed sound, democratic and law-based decision-making to ensure high-quality formulation of the five-year plan.He also emphasized the importance of integrating top-level design with seeking advice from the public, enhancing research and discussions, and building broad consensus.5月在相关指示中强调，要坚持科学决策、民主决策、依法决策，确保五年规划高质量编制，同时重视顶层设计与问计于民相结合，加强研究论证，凝聚广泛共识。The General Office of the Standing Committee of the National People's Congress, China's top legislature, noted in a report released earlier this month that guiding economic and social development with medium-and long-term plans is an important approach adopted by the Party in governing the country.Practice has proved that medium-and long-term development plans can not only give full play to the decisive role of the market in resource allocation, but also better leverage the role of the government, the report said.中国最高立法机关——全国人大常委会办公厅在本月初发布的一份报告中指出，以中长期规划指导经济社会发展，是党治国理政的重要方式。实践证明，中长期发展规划既能充分发挥市场在资源配置中的决定性作用，又能更好发挥政府作用。In a report released on Sunday, China Galaxy Securities said it believes that the key focuses during the 15th Five-Year Plan period will include promoting technological innovation, boosting domestic demand, addressing "involution-style" competition, advancing market-based reforms for the allocation of production factors, building a green and low-carbon economy, and enhancing people's well-being.中国银河证券在周日发布的报告中表示，预计“十五五”时期的重点方向包括推动科技创新、扩大内需、应对“内卷式”竞争、推进生产要素市场化配置改革、发展绿色低碳经济以及增进民生福祉。convenev.召开/kənˈviːn/deliberationn.审议；深思熟虑；讨论/dɪˌlɪbəˈreɪʃn/leveragev.充分利用；发挥/ˈliːvərɪdʒ/

Gregory Copley reports that Chinese leader Xi Jinping's power has diminished, noting he is expected to step down as General Secretary at the upcoming fourth plenum, retaining only the powerless PRC presidency. Copley suggests the new leadership may reduce global aggression because the country lacks money, resources, and solidarity for a global campaign, and faces massive domestic food and water crises. He also addresses Tony Blair's "surreal politic" role in the Gaza plan and the fragility of the clerical leadership in Iran. 1944 GOLD BEACH, NORMANDY

Gregory Copley reports that Chinese leader Xi Jinping's power has diminished, noting he is expected to step down as General Secretary at the upcoming fourth plenum, retaining only the powerless PRC presidency. Copley suggests the new leadership may reduce global aggression because the country lacks money, resources, and solidarity for a global campaign, and faces massive domestic food and water crises. He also addresses Tony Blair's "surreal politic" role in the Gaza plan and the fragility of the clerical leadership in Iran. 1917 PRINCETON IN PEKING

Gregory Copley reports that Chinese leader Xi Jinping's power has diminished, noting he is expected to step down as General Secretary at the upcoming fourth plenum, retaining only the powerless PRC presidency. Copley suggests the new leadership may reduce global aggression because the country lacks money, resources, and solidarity for a global campaign, and faces massive domestic food and water crises. He also addresses Tony Blair's "surreal politic" role in the Gaza plan and the fragility of the clerical leadership in Iran. 1922 SUN YAT SEN

Gregory Copley reports that Chinese leader Xi Jinping's power has diminished, noting he is expected to step down as General Secretary at the upcoming fourth plenum, retaining only the powerless PRC presidency. Copley suggests the new leadership may reduce global aggression because the country lacks money, resources, and solidarity for a global campaign, and faces massive domestic food and water crises. He also addresses Tony Blair's "surreal politic" role in the Gaza plan and the fragility of the clerical leadership in Iran. 1870 BUCKINGHAM