standard Chartered
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France: Still dealing with the past – Standard Chartered
The French government passed emergency legislation late last month to roll over the 2025 budget into 2026, ensuring that spending,…
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South Korea: BoK to ‘wait and see’ given mixed data – Standard Chartered
Markets expect more balanced GDP growth in 2026, though recent data does not support our view yet. Bank of Korea (BoK) is…
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China: Weaker Q4 despite December rebound – Standard Chartered
Official manufacturing PMI returned to expansionary territory in December as new orders recovered m/m. The 2Y CAGR for real activity and trade…
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China: Domestic demand weakens – Standard Chartered
November IP growth remained solid at 4.8% y/y thanks to an export-growth rebound after the trade deal. Real estate and…
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US: Labour demand slipped way before supply – Standard Chartered
NFP likely has been overstated since April 2024 by c.60k per month owing to birth-death adjustments. Actual job growth likely…
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China: Refocusing on longer-term transformation – Standard Chartered
Recent policy meetings suggest China has moved away from tariff-related emergency response mode. Upgrading and rebalancing gaining importance in the…
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RBA holds rates but warns of capacity strains – Standard Chartered
The Reserve Bank of Australia (RBA) kept the cash rate unchanged at 3.60% in a unanimous decision. Governor Bullock ruled out rate…
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US-China trade deal eases 2026 tariff uncertainty – Standard Chartered
With tariff tensions stabilising, policy makers’ focus has returned to domestic demand and innovation. GDP growth target likely to be set at…
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China: Investment decelerated in October – Standard Chartered
FAI continued to ease across sectors, while consumption remained solid in October. IP growth moderated, along with weak investment and…
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China’s C/A: Weathering the tariff war – Standard Chartered
Peak fear around US-China tariff war is likely behind us; we expect tariffs to stay at current levels in 2026.…
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