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Fast Comment China

Fast Comment China — Stimulus has not stopped growth from slowing

  1. Both PMIs now in contractionary territory
  2. Stimulus-driven rebound proved short-lived

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

Fast Comment China — May data confirm that the worst is not over

  1. Industrial sector hit by trade war
  2. Rebound earlier this year was not ‘real’
  3. Only a minor stimulus-driven rebound

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

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