standard Chartered
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China: Stimulus front-loaded but not oversized – Standard Chartered
China’s policy makers recently announced a number of stimulus programs, front-loading support. Both monetary and fiscal support remain measured and…
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China housing: Limited rescue, lingering correction – Standard Chartered
Long-term priorities are constraining policy space, limiting scope for meaningful housing support. The housing correction is likely to continue in…
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China: Robust production, lackluster demand – Standard Chartered
China achieved its 5% growth target in 2025, with Q4 growth largely in line with market expectations. Resilient exports and…
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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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