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All China Publications

Fast Comment China — Growth slowed even before new tariffs hit

  1. China’s economy lost momentum in April
  2. Slightly better chance of a trade deal
  3. More stimuli to be expected

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

Fast Comment China — Economy on track for stimulus-driven rebound despite PMI decline

  1. Economy on track for stimulus-driven rebound despite PMI decline
  2. Growth should still improve in Q2

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

Fast Comment China — Strong economic data confirms policy-driven rebound

  1. GDP growth higher than expected
  2. Less stimulus in the pipeline

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

Global Macro Forecast — Meagre shelter for the global economy

• Economic slowdown and long period of weak growth
• Persistent political worries; households increasingly cautious
• Central banks change course, but their toolboxes look empty

Lena Fahlén, Head of Economic Research | leli15@handelsbanken.se

Fast Comment China — Strong sign of stimulus kicking in

  1. Both PMIs jumped in a rare synchronised jump
  2. Growth should rebound in Q2
  3. Structural weakening to continue

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

Fast Comment China — Activity data with no signs of a rebound

  1. Stimulus has not yet boosted economic growth
  2. At best, growth has been stable in the first two months of 2019
  3. Growth should rebound somewhat in Q2

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