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All China Publications

Global macro forecast — A diverging world

• Geopolitical risks dominate
• US and China dictating the pace
• Shift in economic cycle imminent - slowdown in the pipeline

Fast Comment China — July data more evidence of growth slowing down

  1. Past deleveraging efforts still biting
  2. Stimuli not yet visible in data
  3. Monetary policy now being eased

Bjarke Roed-Frederiksen, Senior Economist |

Fast Comment China — Manufacturing PMIs fall another month

  1. Trade tensions starting to bite
  2. Change of economic policy tide

Bjarke Roed-Frederiksen, Senior Economist |

Fast Comment China — PMIs confirm China’s slowdown

  1. Both PMIs slightly weaker than expected
  2. More weakness to come

Bjarke Roed-Frederiksen, Senior Economist |

Global Macro Comment — The lay of "The Land"

What do we really know about inflation? The state of the art was recently laid out by top academics and central bank economists at the "Inflation: Drivers & Dynamics" conference, held at the Federal Reserve Bank of Cleveland. In this comment we give a first-hand account of what was discussed in "The Land". The conference gave greater insight into the anchoring of inflation expectations at central banks' targets, mixed with a new understanding of inflation fundamentals. Change is often hard work, but policymakers would be smart to embrace these latest insights.

Johan Löf, Senior Economist |

Fast Comment China — The slowdown finally sets in

  1. Very weak activity figures in May
  2. Growth slowdown is here
  3. Monetary policy being eased rather than tightened

Bjarke Roed-Frederiksen, Senior Economist |