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Fast Comment China

Fast Comment China — Signs of stimulus but growth slowdown continues

  1. Infrastructure investments rebounds while households are holding back
  2. Now more difficult to stimulate the economy
  3. Stimuli will mitigate but not avoid the growth slowdown

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

Fast Comment China — Manufacturing confidence plunges again

  1. Trade war hitting confidence
  2. Not enough stimuli to offset negative trade war impact

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

Fast Comment China — Trade war hurting manufacturing confidence

  1. Both manufacturing PMIs dropped in September
  2. Not enough stimuli to offset negative trade war impact

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

Fast Comment China — No boost to infrastructure yet

  1. Mixed activity data – fixed investment growth still weak
  2. We see growth slowing further

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

Fast Comment China — Mixed PMIs – a sign of stimuli?

  1. Trend is still downwards
  2. The first sign of stimuli kicking in?

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

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 | bjro03@handelsbanken.dk