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Emerging Markets

Monthly Macro Update — Politics take centre stage

US: Moment of truth for Trump
Eurozone: Strong finish to 2016 bodes well for 2017
Nordics: Drifting apart

Ann Öberg, Head of Economic Research |

Fast Comment China — Official GDP figures indicate growth picked up late last year

  1. Remarkably stable 2016
  2. Monthly figures show mixed signals for December
  3. Several headwinds moving into 2017

Bjarke Roed-Frederiksen, Senior Economist |

Fast Comment China — Slightly improved economic growth in November – growth should slow in 2017

  1. Stable or improved activity indicators in November
  2. Growth set to slow again next year

Bjarke Roed-Frederiksen, Senior Economist |

Monthly Macro Update — Stimulus quickly trumped by overheating

US: Low unemployment implies limited room for expansion
Eurozone: Weak growth points to further policy stimulus
The Nordics: Labour market mismatch keeps Nordic unemployment high

Ann Öberg, Head of Economic Research |

Fast Comment China — The industrial sector is fairly strong again

  1. Mixed PMI signals…
  2. …but October jump not reversed

Bjarke Roed-Frederiksen, Senior Economist |