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All China Publications

Fast Comment China — Trade war weighs on manufacturers

  1. Manufacturing PMIs send mixed picture
  2. More stimuli to be expected

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

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