The 'Brittle Fracture': Inside China's October Economic Inflection Point
China's economy is fundamentally debt-driven. Once debt stops expanding, the system collapses. The economic indicators for October suggest this may have begun.
How much longer can China's economy hold? For years, this question has haunted observers. The economic indicators released for October offer a deeply unsettling answer: the structural fracture of China's economy appears to have already begun.
The Terrifying Conclusion Hidden in October's 'Beautified' Data
This alarming conclusion emerges from the work of Chinese economist Lao Man, who compiled and analyzed macroeconomic data published by China's own government.
It must be stated at the outset that all these statistics have already been "beautified." The systematic embellishment, optimization, and political adjustment of China's economic data is widely acknowledged both inside and outside the country. If even the polished numbers reveal signs of fracture, the real situation may be far more severe.
A basic fact must be understood: during the first three quarters of 2025, China's apparent economic stability was sustained only because the central bank engaged in massive money creation through outright reverse repos. This method allowed the state to print money from nothing, providing the illusion of stability in an economy already under extreme strain.
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11/26/2025
