Pantheon Macroeconomics

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3rd Mar 2022 00:00China+, Daily Monitor

  • Regional PMIs show cost pressures were already rising on the eve of Russia's invasion of Ukraine.
  • The behaviour of oil and other commodity prices signals further increases to come.
  • We expect these cost increases to be passed on to consumers, amidst strong external demand.

bok commodity prices employment energy export data export orders exporters exports input costs input prices japan korea manufacturers manufacturing manufacturing pmis markit November oil oil price oil prices pmi pmis semiconductors trade

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