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Emerging Markets

Published: 25 January 2017 | Monthly Macro Update | Keywords: Bank of England Bank of Japan Bond Market Danish Central Bank ECB Exchanges Rates(Macro) FED Norges Bank Politics The Riksbank

25 January 2017

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 | anob04@handelsbanken.se

Published: 20 January 2017 | Fast Comment China | Keywords: China

20 January 2017

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 | bjro03@handelsbanken.dk

Published: 15 December 2016 | Macro Comment Global | Keywords: Default

15 December 2016

Global Macro Comment — Financial markets are right to fear anti-China rhetoric

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

Published: 13 December 2016 | Fast Comment China | Keywords: China

13 December 2016

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 | bjro03@handelsbanken.dk

Published: 1 December 2016 | Monthly Macro Update | Keywords: Bank of England Bank of Japan Bond Market Danish Central Bank ECB Exchanges Rates(Macro) FED Norges Bank Politics The Riksbank

1 December 2016

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 | anob04@handelsbanken.se

Published: 1 December 2016 | Fast Comment China | Keywords: China

1 December 2016

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 | bjro03@handelsbanken.dk

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