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All China Publications

Fast Comment China — Economy hurt by trade war

  1. Industrial sector particularly badly affected
  2. Slowdown set to continue

Bjarke Roed-Frederiksen, Senior Economist | bjro03@handelsbanken.dk

Fast Comment China — Surprising jump in Caixin PMI

  1. Exporters still struggling
  2. We expect further weakness

Bjarke Roed-Frederiksen, Senior Economist | bjro03@handelsbanken.dk

Macro Comment China — Trade war starting to bite

Economic growth is slowing amid the trade war with the US, and a round of government stimulus early this year had limited effect. We expect that growth will decelerate owing to the continued trade turmoil and because additional stimulus will likely be of measured magnitude only.

Bjarke Roed-Frederiksen, Senior Economist | bjro03@handelsbanken.dk

Global macro forecast — Global tensions - but no recession

• Challenging road ahead for the Nordics
• Monetary policy will ease but not remove the pain
• Markets will remain uneasy

Christina Nyman, Chief Economist | chny09@handelsbanken.se

Fast Comment China — Growth slowdown resumes

  1. Across-the-board deterioration of July data
  2. June uptick was only temporary
  3. Growth headed for further declines

Bjarke Roed-Frederiksen, Senior Economist | bjro03@handelsbanken.dk

Macro Comment China — China unleashes the currency weapon

China's authorities allowed its currency to depreciate and noted that the weakening was related to the trade war with the US. With the USD/CNY having breached the 7.0 threshold, we now expect the CNY to weaken further as the trade war persists.

Bjarke Roed-Frederiksen, Senior Economist | bjro03@handelsbanken.dk