Why Chinese Producer Inflation Is Surging While Consumers Stagnate

China's producer price index hit a near four-year high in June 2026, rising 2.8 percent year-over-year, while consumer prices barely budged at 0.6 percent. Lucas and Luna unpack what's driving this divergence — from overcapacity in steel and solar panels to weak domestic demand. They explore why the gap matters for global trade, commodity prices, and emerging market investors, drawing on fresh data from the National Bureau of Statistics and market moves in FXI and copper ETFs. A focused look at one of the year's most puzzling inflation signals. #China #ProducerInflation #ConsumerPrices #PPI #CPI #DeflationRisk #Overcapacity #Steel #Solar #TradeDeficit #Commodities #Copper #FXI #EmergingMarkets #GlobalTrade #Economics #BusinessPodcast #FexingoBusiness Keep every episode free: buymeacoffee.com/fexingo