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All China Publications

Fast Comment China — Economic growth accelerated in Q1

  1. We still expect growth to slow ahead…
  2. …despite strong momentum in March

Bjarke Roed-Frederiksen, Senior Economist |

Macro Comment China — Revised USD/CNY forecast; effective CNY stable

China's authorities seem more committed than earlier to their pledge of keeping the effective exchange rate "basically stable". Our new forecast of a generally stronger USD in the short run but weaker in 2018-19 should translate into a weakening of the CNY versus the USD in the short term, but a stronger CNY in the longer run.

Bjarke Roed-Frederiksen, Senior Economist |

Global macro forecast — US toward recession

• Europe pressured by structural problems
• The economic and political toolbox is empty
• Low growth in the Nordics

Ann Öberg, Head of Economic Research |

Fast Comment China — China’s economy started 2017 on a strong note

  1. Construction investments keeps the economy running
  2. Lunar New Year holiday distorts data, as usually
  3. Less policy support needed

Bjarke Roed-Frederiksen, Senior Economist |

Fast Comment China — China’s economy started 2017 on a fairly strong note according to the PMIs

  1. Both manufacturing PMIs rebounded in February
  2. PMIs and economic growth set to decline ahead
  3. Lunar New Year holiday might have distorted the picture

Bjarke Roed-Frederiksen, Senior Economist |

Monthly Macro Update — No smooth sailing in sight

US: In for a boom/bust episode
Eurozone: A tall order for the ECB
Nordics: Growing confidence

Ann Öberg, Head of Economic Research |