Belgium's Federal Public Service Economy September statistics show export recovery beginning — particularly in pharmaceuticals and logistics — while domestic industrial production gradually recovers from the Antwerp chemical cluster shock.
Vanguard's September Japan update confirms the BoJ rate hike to 1.25% as the base case, assesses the wage-price dynamic as durable, and identifies AI export strength as the key growth positive for H2 2026.
Switzerland Global Enterprise's September 2026 export analysis finds Swiss exporters outperforming European peers, with chemical-pharma remaining dominant and watch exports recovering as US tariff uncertainty is gradually absorbed.
Nordea's September 2026 outlook finds Finland's broad-based recovery continuing in the first half of the year — with private consumption, investment, and exports all contributing — despite higher fuel prices and interest rates.
BBVA Research's September China update marks a modest downward revision to 2026 GDP — to 4.3% from 4.5% — as property contraction proves stickier than expected. But the PBoC RRR cut and high-tech momentum provide a floor.
The EU Commission's autumn forecast preview for Belgium revises 2026 growth slightly upward as the energy shock proves less severe than the May projection assumed — but the recovery path remains gradual and the 2027 rebound is the key event.
Statistics Finland's Q2 2026 national accounts data confirms Finland's exit from recession is on track — GDP growth in Q2 reached 0.7%, with private consumption the biggest positive surprise.
The People's Bank of China cut its reserve requirement ratio by 0.25 percentage points in September — the first RRR cut since 2025, signalling that policymakers are providing incremental support as growth momentum moderates.
The Bank of Japan raised its policy rate to 1.25% in September — delivering the year-end hike that Vanguard and Daiwa had forecast. The wage-price dynamic is sufficiently durable, and inflation risks are to the upside.
The Kiel Institute's autumn 2026 World Economy Outlook features the global AI boom fuelling growth — and Japan is identified as one of the primary beneficiaries through its semiconductor equipment and robotics export position.
The NBB's September Economic Review documents Belgian economic conditions three months after the June capacity crisis low — with some signs of chemical sector recovery as European gas prices moderate, but the recovery is fragile.
