INTERNACIONAL
Malos datos para la economía china: la producción industrial y del consumo registraron sus niveles más bajos en casi un año

La economía china volvió a mostrar señales de enfriamiento en agosto, con un crecimiento de la producción industrial y del consumo que se ubicaron en sus niveles más bajos en casi un año. Las cifras, difundidas por la Oficina Nacional de Estadísticas (NBS), incrementan la presión sobre el régimen de Beijing para implementar medidas adicionales de estímulo que permitan alcanzar el objetivo oficial de crecimiento “cercano al 5%” en 2025.
La producción fabril avanzó 5,2% interanual en agosto, por debajo del 5,7% registrado en julio y del mismo porcentaje que esperaba el consenso de analistas. Se trata del dato más bajo desde agosto de 2024. En paralelo, las ventas minoristas, indicador clave del gasto de los hogares, aumentaron 3,4% interanual, un retroceso respecto al 3,7% del mes previo y el menor ritmo desde noviembre de 2024.
“Los datos de actividad apuntan a una nueva pérdida de dinamismo el mes pasado. Aunque parte de la caída refleja disrupciones temporales por el clima, el crecimiento subyacente se está debilitando de forma evidente, lo que incrementa la presión sobre las autoridades para ofrecer más apoyo”, explicó la economista Zichun Huang, de Capital Economics.

Uno de los factores que más pesa sobre la economía es el deterioro del mercado inmobiliario, que ha reducido el patrimonio de los hogares y enfriado el consumo. Según la NBS, los precios de las viviendas nuevas cayeron 0,3% en agosto frente a julio y acumularon un descenso de 2,5% en un año. El dato confirma la debilidad prolongada del sector, golpeado por la elevada deuda de los desarrolladores y por estrictas medidas contra la especulación.
“El mercado interno enfrenta una oferta abundante, una demanda débil y algunas empresas atraviesan dificultades operativas”, reconoció Fu Linghui, economista jefe de la NBS. La debilidad se refleja en el comportamiento de las familias, que han optado por contener el gasto en medio de la incertidumbre laboral.
La tasa de desempleo urbano aumentó a 5,3% en agosto, tras ubicarse en 5,2% en julio y 5,0% en junio. La falta de confianza de las compañías para contratar, junto con la reducción de márgenes por la competencia en precios, ha afectado la creación de puestos de trabajo.
La industria manufacturera también se vio afectada por factores climáticos. El verano de 2025 fue el más caluroso desde 1961 y estuvo acompañado por la temporada de lluvias más prolongada en más de seis décadas, lo que afectó la producción en distintas regiones.
En el frente externo, las tensiones comerciales con Estados Unidos siguen siendo un obstáculo. A lo largo del año, ambos países impusieron aranceles elevados a sus exportaciones, en algunos casos de hasta tres dígitos, lo que complicó las cadenas de suministro. Aunque en agosto acordaron una tregua temporal que redujo los gravámenes a 30% en el caso de Washington y a 10% en el de Beijing, la incertidumbre sigue pesando sobre las empresas exportadoras.
Los equipos negociadores de ambos países iniciaron este domingo en Madrid una nueva ronda de conversaciones con el objetivo de desactivar disputas en torno a tarifas y cuestiones tecnológicas. La pausa en la guerra comercial se extendió por 90 días adicionales, hasta el 10 de noviembre.

La inversión en activos fijos, que refleja el dinamismo de la construcción y las adquisiciones de largo plazo, creció apenas 0,5% entre enero y agosto en comparación con el mismo período de 2024. La cifra es menor al 1,6% registrado en los primeros siete meses del año y muy inferior al 1,4% que preveían los analistas.
Para contrarrestar el menor acceso al mercado estadounidense, los fabricantes chinos han intentado redirigir exportaciones hacia el sudeste asiático, África y América Latina. Aunque esta estrategia ha mostrado algunos resultados, la magnitud de la crisis inmobiliaria sigue limitando el impulso general de la economía.
El régimen chino reconoce que el camino para alcanzar la meta anual de crecimiento no será sencillo. Zheng Shanjie, director de la Comisión Nacional de Desarrollo y Reforma, aseguró recientemente que Beijing “hará pleno uso de las políticas fiscales y monetarias” y que se fortalecerán las herramientas financieras para apoyar la economía.

Analistas del sector privado coinciden en que serán necesarios nuevos recortes de tasas de interés y reducciones en los coeficientes de reserva bancaria. “Es muy probable que veamos un recorte adicional de 10 puntos básicos en la tasa y una reducción de 50 puntos en el coeficiente de reservas en las próximas semanas”, señaló Lynn Song, economista jefe para Gran China en ING.
“El fuerte inicio del año mantiene los objetivos de crecimiento aún al alcance, pero, al igual que el año pasado, será necesario un mayor apoyo de estímulos para garantizar un cierre sólido”, añadió el especialista.
El deterioro de la confianza de consumidores y empresarios, junto con el ajuste en el sector inmobiliario y las tensiones comerciales, se suman a un contexto internacional frágil. A ello se añade la volatilidad climática que ha golpeado al sector industrial.
La combinación de estos factores obliga a las autoridades chinas a acelerar medidas de estímulo que impulsen el crédito, fortalezcan la demanda interna y otorguen mayor certidumbre a las empresas. Sin embargo, los analistas advierten que, sin una recuperación sostenida del mercado inmobiliario y una mejora clara en la relación con Estados Unidos, los riesgos de un crecimiento por debajo del objetivo seguirán latentes.
En este escenario, la evolución de los próximos meses será clave para determinar si la segunda mayor economía del mundo logra cumplir con sus metas anuales o si deberá resignarse a un nuevo año de expansión moderada.
(Con información de Reuters y AFP)
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INTERNACIONAL
Robo al Louvre: hallan 150 pruebas de ADN y logran rastrear la ruta que tomaron los ladrones

Un ruido enorme
¿Un robo con plan frustrado?
Demasiados robos en el museo
INTERNACIONAL
US kills 6 suspected narco-terrorists in overnight strike on alleged drug smuggling boat, Hegseth says

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President Donald Trump directed a nighttime U.S. strike on a suspected Tren de Aragua vessel in the Caribbean Sea, killing six alleged narco-terrorists, officials say.
«Overnight, at the direction of President Trump, the Department of War carried out a lethal kinetic strike on a vessel operated by Tren de Aragua (TdA), a Designated Terrorist Organization (DTO), trafficking narcotics in the Caribbean Sea,» War Secretary Pete Hegseth announced on X sharing an accompanying video of the strike. «The vessel was known by our intelligence to be involved in illicit narcotics smuggling, was transiting along a known narco-trafficking route, and carrying narcotics.»
«Six male narco-terrorists were aboard the vessel during the strike, which was conducted in international waters — and was the first strike at night,» he said. «All six terrorists were killed and no U.S. forces were harmed in this strike.»
HEGSETH SAYS US CONDUCTED ANOTHER STRIKE IN EASTERN PACIFIC TARGETING ALLEGED NARCO-TRAFFICKERS
This infrared image released by the Department of War shows a suspected Tren de Aragua vessel in international waters of the Caribbean Sea before a U.S. nighttime strike that killed six alleged narco-terrorists, officials said. (Department of War/Pete Hegseth)
Hegseth further warned, «If you are a narco-terrorist smuggling drugs in our hemisphere, we will treat you like we treat [al Qaeda]. Day or NIGHT, we will map your networks, track your people, hunt you down, and kill you.»
The strike marks the 10th operation targeting suspected drug traffickers since Trump returned to office. The president has made combating the nation’s drug crisis a central policy focus.
The first strike took place on Sept. 2, and since then, 43 suspected drug traffickers have been killed and two have survived, officials said. The pace of the strikes has increased from one every few weeks in September to three so far this week.
The operations have mostly targeted vessels linked to Venezuela’s Tren de Aragua network. The missions have ranged from attacks on smuggling boats to the destruction of a submersible, with footage of several operations released by Hegseth and Trump on social media.
TRUMP APPROVES MILITARY ACTION AGAINST LATIN AMERICAN CARTELS CLASSIFIED AS TERRORIST ORGANIZATIONS

War Secretary Pete Hegseth announced the latest strike Friday morning. (Andrew Harnik/Getty Images )
When reporters asked Trump on Thursday whether he would request Congress issue a declaration of war against the cartels, he said that wasn’t the plan.
«I think we’re just going to kill people that are bringing drugs into our country, OK? We’re going to kill them, you know? They’re going to be like, dead,» Trump said during a roundtable at the White House with homeland security officials.
Trump this month declared drug cartels to be unlawful combatants and said the U.S. was in an «armed conflict» with them.
Members of Congress from both sides of the aisle are questioning Trump’s decision to launch the operations without first consulting lawmakers. Several Democrats are warning that the strikes could breach international law.
Sen. Rand Paul, R-Ky., has also raised concerns about killing people without due process and the possibility of killing innocent people.
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An infrared image released by the Department of War shows debris and smoke following a nighttime strike on a suspected Tren de Aragua vessel in international waters of the Caribbean Sea. Officials said six alleged narco-terrorists were killed in the operation. (Department of War)
In a recent interview, Paul cited Coast Guard statistics that show a significant percentage of boats boarded for suspicion of drug trafficking are innocent.
The senator has also argued that if the administration plans to engage in a war with Venezuela, as it has targeted boats in recent weeks it claims are transporting drugs for the Venezuela-linked Tren de Aragua gang, it must seek a declaration of war from Congress.
Fox News’ Landon Mion and The Associated Press contributed to this report.
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INTERNACIONAL
Trump’s beef import plan ignores key issue squeezing American cattle ranchers

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While President Donald Trump’s proposal to import more beef from Argentina is billed by the administration as a way to bring down prices for American consumers, critics say it misses the real issue driving costs at the grocery store: corporate concentration in the U.S. meatpacking industry.
Four corporations — Tyson, JBS, Cargill and National Beef — anchor the U.S. beef supply chain, with pricing power that reaches from pasture to plate. As a result, the gap between what producers are paid for cattle and what consumers spend on beef has remained wide, a reflection, economists say, of how market power is distributed along the supply chain.
Fox News Digital reached out to all four companies for comment but did not receive a response as of publication.
TRUMP ADMIN EYES ARGENTINE BEEF IMPORTS AS DOMESTIC PRICES SOAR TO RECORD HIGHS
Some critics argue the real problem isn’t about supply, it’s the corporate giants controlling America’s meat industry. (Melina Mara/The Washington Post/Getty Images)
The frustration extends beyond farm country – Rep. Thomas Massie, R-Ky., says the dominance of multinational meatpackers is hurting both producers and consumers.
«Four corporations control 85% of the meat sold in the United States. One of these corporations is Chinese-owned and one is Brazilian-owned. American farmers are being squeezed and American consumers are being gouged,» Massie told Fox News Digital.
Massie, who raises cattle on his Kentucky ranch, warned that expanding beef imports from Argentina would only worsen those structural problems.
«Flooding the market with Argentinian beef is not the answer to these problems. An America First solution to rising beef prices is to pass my PRIME Act, which would empower American farmers to sell directly to consumers without interference from global corporate middlemen,» Massie said.
Under current federal law, beef processed at small, state-inspected facilities can’t be sold across state lines, even if it meets the same health standards as federally inspected meat. Massie’s PRIME Act would remove that barrier, a change supporters say would let local ranchers reach more consumers and compete with the big packers.
GOP LAWMAKERS WARN TRUMP’S ARGENTINA BEEF PROPOSAL COULD RATTLE US RANCHERS

Agriculture Secretary Brooke Rollins recently unveiled a plan aimed at strengthening the U.S. cattle industry. (Ty Wright/Bloomberg/Getty Images)
Economists agree the beef market is highly consolidated, but say the forces shaping prices go well beyond any one trade deal.
Glynn Tonsor, a professor of agricultural economics at Kansas State University, told Fox News Digital that strong consumer demand continues to drive beef prices higher, regardless of supply fluctuations.
«There’s nothing that forces me or you or anybody else when we go into the grocery store to pay more for beef. People are choosing to,» he said. «The consumer desire for beef is strong and, regardless of the supply-side situation, that has the effect of pulling prices up.»
He also noted that the large-scale structure of the U.S. meatpacking industry, often criticized by ranchers and lawmakers, has economic benefits for consumers.
«I would argue that those economies of scale benefit consumers,» Tonsor said. «The ability to operate at a cheaper cost per head and, ultimately, per pound produced gives us the ability to offer beef and every other item we’re talking about at a cheaper price. Anything we do that loses those economies of scale actually hurts consumers in the form of higher prices.»
FROM CATTLE TO CRUDE: HOW TRUMP’S TARIFFS ARE RATTLING THE LONE STAR STATE

The White House has previously said that importing beef will help address the rising food costs in the U.S. (Jim Watson/AFP/Getty Images)
Derrell Peel, a professor of agricultural economics at Oklahoma State University, said that even if U.S. imports from Argentina increase, the impact on overall prices would be negligible.
«Most of what we import is lean, processed beef trimmings used for ground beef,» said Peel, who specializes in livestock marketing. «We’re not talking about the kind of beef that affects steak prices. Even if we doubled imports, it would be such a small share of the total supply that we wouldn’t detect any real impact.»
Peel added that there’s no quick way to ease pressure on cattle prices, since it takes roughly two years to bring animals to market and several years to rebuild herds.
«The fact of the matter is there’s really nothing anybody can do to change this very quickly,» he said. «We’re in a tight supply situation that took several years to develop, and it’ll take several years to get out of it.»
BEEF PRICES HIT RECORD HIGHS AS NATIONWIDE CATTLE INVENTORY DROPS TO LOWEST LEVEL IN 70 YEARS

Economists say there’s no quick way to ease pressure on cattle prices or beef. (Ricky Carioti/The Washington Post/Getty Images)
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Meanwhile, the White House defended the plan, saying it’s aimed at balancing relief for consumers with long-term support for U.S. cattle producers.
«The president loves our ranchers, and he also loves American consumers, and he wants to do right by both,» White House press secretary Karoline Leavitt said on Wednesday.
Leavitt said Trump’s immediate goal is to lower beef prices by increasing supply through additional imports, while a separate, long-term plan will focus on strengthening the domestic cattle industry.
She pointed to a three-part plan announced by Agriculture Secretary Brooke Rollins, which includes expanding grazing access, easing regulations for new ranchers, cutting inspection costs and improving «Product of USA» labeling to ensure consumers know when they’re buying American-made beef.
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