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Search Results: 19
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19 matches for " capacity":

3 August 2018 Does the BoJ Believe in Targeting 2% Inflation Anymore? (Publication Centre)

Why should Japan, the U.S., the Euro Area, the U.K. and Japan all have the same inflation target?

28 May 2019 Japan's CPI Inflation Uptrend Lacks Legs, Holiday Distortions Prevalent (Publication Centre)

CPI inflation last Friday gave Japanese policymakers a break from the run of bad data, jumping to 0.9% in April, from 0.5% in March.

3 July 2018 Tariffs and Truck Shortages are Creating Industrial Bottlenecks (Publication Centre)

The startling jump in supplier delivery times in the June ISM manufacturing survey, to a 14-year high, was due--according to the ISM press release--to disruptions to steel and aluminum supplies, transportation problems and "supplier labor issues".

30 October 2017 Is China's Profits Surge Driving up Developers' Short-term Borrowing? (Publication Centre)

Chinese industrial profits continue to surge, rising 27.7% year-over-year in September, up from 24.0% in August.

9 November 2018 Stockbuilding Won't Temper the Near-Term Slowdown (Publication Centre)

A flawed theory still is circulating that the economy might outperform over the next two quarters because firms will stockpile goods due to the risk of a no-deal Brexit.

5 Oct. 2015 Less Bad Than Expected Data in Brazil, But the Crisis is Not Over (Publication Centre)

Brazil's economic and fiscal outlook has worsened in recent months, and economic activity will likely contract even further in the short-term. Some of last week's economic reports, however, were a bit less bad than of late. The latest industrial production data were less bad than expected in August, but the picture is still very grim. Industrial output plunged 1.2% month-to-month, above the consensus, and allowing the annual rate to stabilize at -9% year-over-year.

14 Aug 2019 Japanese Policymakers Shouldn't take Domestic Demand For Granted (Publication Centre)

Japan's Q2 GDP was driven by the twin pillars of private consumption and capex.

25 April 2018 A Warning From the IFO (Publication Centre)

The April IFO business sentiment survey increased the degree of uncertainty over the German economy, following stabilisation in the PMIs earlier this week.

1 June 2018 China's PMIs Signal Another Rise in PPI In ation in May (Publication Centre)

The return of Chinese PPI inflation in 2016 helped to stabilise equities after the boom-bust of the previous year.

12 Aug 2019 Q2's GDP Drop is an Inventory-Driven Blip, Growth will Spring Back in Q3 (Publication Centre)

Q2's GDP figures create a terrible first impression, but a closer look suggests that the risk of a recession remains very low.

13 December 2017 Japan's PPI Inflation Will Soon Fall, but Second-Round Effects to Come (Publication Centre)

Japan's PPI inflation edged up further in November to 3.5%, from October's 3.4%. Energy was the main driver, with petroleum and coal contributing 0.8 percentage points to the year-over-year rate, up from a 0.7pp contribution in October.

29 May 2018 Does Japanese Core Inflation Respond to Capacity Pressures? (Publication Centre)

Tokyo CPI inflation edged down to 0.4% in May, from 0.5% in April.

24 September 2018 BoJ Still Likely to Shift the Focus to Capacity-Responsive Prices (Publication Centre)

Japan's CPI inflation jumped to 1.3% in August, from 0.9% in July.

11 October 2018 Armageddon on Hold China Still Passes the Debt Stress Tests (Publication Centre)

We have recently looked at China's capacity to grow its way out of the debt overhang--see here--and whether last year's deleveraging can be sustained; see here.

2 Apr. 2015 Soft signals from Brazil's leading indicators - Further woes ahead (Publication Centre)

It is very difficult to be positive about the Brazilian economy in the short term, with every indicator of confidence at historic lows. The industrial business confidence index fell 9.2% month-to-month in March alone. Capacity use dropped to 79.7% from 81.5% in February, the lowest level in six years, and inventories rose, presumably because businesses over-estimated the strength of sales.

29 April 2019 Mexico's Economy is Stabilizing, Despite Stifling Monetary Policy (Publication Centre)

Inflation in Mexico remains relatively sticky, limiting Banxico's capacity to adopt a more dovish approach, despite the subpar economic recovery.

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