China's $250 billion lending surge just tripled - here's what traders need to know

China just unleashed 1.8 trillion yuan ($250.69 billion) in lending during June, tripling the previous month's 620 billion yuan. That's like going from ordering a modest appetizer to consuming an entire buffet - impressive, but raises questions about your actual appetite.

This massive credit injection comes courtesy of front-loaded government funding and surprisingly resilient corporate loan demand. Meanwhile, the U.S.-China trade truce continues to hold, keeping tariff escalations on ice as of July 9, 2025. Think of it as a financial ceasefire where both sides keep their weapons loaded but a...