Research
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Emerging Markets

Fast Comment China — Growth was still strong in Q3

  1. GDP growth fell only marginally to 6.8 percent in Q3
  2. Monthly indicators improved in September

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

Global macro forecast — Tailwinds now, but autumn storms are coming

• The end of the recovery, into the boom
• Tricky reorientation of monetary policy
• Global slowdown in 2019

Ann Öberg, Head of Economic Research | anob04@handelsbanken.se

Global Macro Comment — A shift in tide for the EURUSD

The weak USD seen throughout the year will gradually feed into higher inflation, which in turn will lift interest rate expectations for the US and strengthen the USD.

Pierre Carlsson, Strategist | pica01@handelsbanken.se

Fast Comment China — Activity indicators signal growth slowdown

  1. All three indicators disappointed in August
  2. Infrastructure is dragging down fixed investments
  3. Growth set to slow gradually

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

Fast Comment China — PMIs surprisingly back at strong levels

  1. Both manufacturing PMIs increased unexpectedly
  2. Likely driven by higher commodity prices
  3. Slowdown ahead

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

Fast Comment China — The downward trend for activity growth is back

  1. Gradual growth slowdown continues
  2. Only bright spot in July: Infrastructure investments
  3. We raise our GDP forecast

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