Standard Chartered

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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