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Fast Comment China

Fast Comment China — Surprisingly strong manufacturing PMIs

  1. Third increase in a row of Markit’s PMI, whereas official PMI remained below 50
  2. We see a further slowdown on the cards
  3. No effect from factory closings

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

Fast Comment China — Economy hurt by trade war

  1. Industrial sector particularly badly affected
  2. Slowdown set to continue

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

Fast Comment China — Surprising jump in Caixin PMI

  1. Exporters still struggling
  2. We expect further weakness

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

Fast Comment China — Growth slowdown resumes

  1. Across-the-board deterioration of July data
  2. June uptick was only temporary
  3. Growth headed for further declines

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

Fast Comment China — China takes trade war to a higher level by allowing its currency to depreciate

  1. USD/CNY allowed to move above 7
  2. The currency weapon is being utilised
  3. We now expect further weakening of the CNY

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

Fast Comment China — PMI uptick too small to change picture of slowing growth

  1. Both manufacturing PMIs increased somewhat…
  2. …but remain below 50
  3. Only a trade deal can stop growth from falling

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