Pantheon Macroeconomics

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50 items tagged "asset markets":

Global Datanote: Advance PMIs, Eurozone, April 2024

Global Datanote: Advance PMIs, Eurozone, April 2024

In one line: Gaining steam, even though seasonals are likely behind some of the pick up.

EZ Datanote: Advance PMIs, Eurozone, November 2023

EZ Datanote: Advance PMIs, Eurozone, November 2023

In one line: Still pointing to an EZ recession.

EZ Datanote: ECB Press Conference, October 2023

EZ Datanote: ECB Press Conference, October 2023

In one line: Marginally Dovish. 

EZ Datanote: Final PMIs, Eurozone, September 2023

EZ Datanote: Final PMIs, Eurozone, September 2023

In one line: The slowdown is becoming broad-based.

Global Datanote: Final PMIs, Eurozone, September 2023

Global Datanote: Final PMIs, Eurozone, September 2023

In one line: The slowdown is becoming broad-based.

EZ Datanote: INSEE Business Confidence & Advance PMIs, France, November 2023

EZ Datanote: INSEE Business Confidence & Advance PMIs, France, November 2023

In one line: French GDP is headed for a decline in Q4.

Global Datanote: INSEE Business Confidence & Advance PMIs, France, November 2023

Global Datanote: INSEE Business Confidence & Advance PMIs, France, November 2023

In one line: French GDP is headed for a decline in Q4.

Global Datanote: Advance PMIs, Eurozone, November 2023

Global Datanote: Advance PMIs, Eurozone, November 2023

In one line: Still pointing to an EZ recession.

Global Datanote: U.K. S&P Global/CIPS Flash PMIs, November 2023

Global Datanote: U.K. S&P Global/CIPS Flash PMIs, November 2023

In one line: Further reassurance a recession isn't developing.

EZ Datanote: Advance PMIs, Eurozone, December 2023

EZ Datanote: Advance PMIs, Eurozone, December 2023

In one line: The EZ is in recession.

Global Datanote: Advance PMIs, Eurozone, December 2023

Global Datanote: Advance PMIs, Eurozone, December 2023

In one line: The EZ is in recession.

Global Datanote: U.K. S&P Global/CIPS Flash PMIs, December 2023

Global Datanote: U.K. S&P Global/CIPS Flash PMIs, December 2023

In one line: Further recovery should ease recession fears.

Global Datanote: Final PMIs, Eurozone, December 2023

Global Datanote: Final PMIs, Eurozone, December 2023

In one line: Revised higher, but still consistent with a technical recession.

EZ Datanote: Final PMIs, Eurozone, December 2023

EZ Datanote: Final PMIs, Eurozone, December 2023

In one line: Revised higher, but still consistent with a technical recession.

EZ Datanote: INSEE Business Confidence & Advance PMIs, February 2024

EZ Datanote: INSEE Business Confidence & Advance PMIs, February 2024

In one line: Better, but rise in the PMI is at odds with the INSEE data.

Global Datanote: U.K. S&P Global/CIPS Flash PMIs, February 2024

Global Datanote: U.K. S&P Global/CIPS Flash PMIs, February 2024

In one line: Still consistent with GDP growth exceeding the MPC's forecast, and a very gradual slowing in services CPI inflation.

EZ Datanote: Advance PMIs, Eurozone, March 2024

EZ Datanote: Advance PMIs, Eurozone, March 2024

In one line: Lifted by strong momentum in Southern Europe.

Global Datanote: Advance PMIs, Eurozone, March 2024

Global Datanote: Advance PMIs, Eurozone, March 2024

In one line: Lifted by strong momentum in Southern Europe.

EZ Datanote: Advance PMIs, Eurozone, April 2024

EZ Datanote: Advance PMIs, Eurozone, April 2024

In one line: Gaining steam, even though seasonals are likely behind some of the pick up.

Global Datanote: ECB Rate Decision, October 2023

Global Datanote: ECB Rate Decision, October 2023

In one line: On hold, waiting and watching.

EZ Datanote: ECB Rate Decision, October 2023

EZ Datanote: ECB Rate Decision, October 2023

In one line: On hold, waiting and watching.

PM Datanote: U.S. GDP, Q3 Advance

PM Datanote: U.S. GDP, Q3 Advance

Headline obscures weak capex; Q4 GDP growth will be weaker

EZ Datanote: Unemployment, EZ, September 2023

EZ Datanote: Unemployment, EZ, September 2023

In one line: More increases are coming.

EZ Datanote: GDP & Employment, Eurozone, Q3

EZ Datanote: GDP & Employment, Eurozone, Q3

In one line: We think GDP will fall again in Q4; surveys suggest robustness in employment growth will not last.

PM Datanote: GDP, Chile, Q3, 2023

PM Datanote: GDP, Chile, Q3, 2023

In one line: A decent Q3, but more interest rate cuts are needed.

PM Datanote: GDP, Mexico, Q3, 2023

PM Datanote: GDP, Mexico, Q3, 2023

In one line: A stronger-than-expected Q3, but downside forces are emerging.

Global Datanote: GDP, Mexico, Q3, 2023

Global Datanote: GDP, Mexico, Q3, 2023

In one line: A stronger-than-expected Q3, but downside forces are emerging.

EZ Datanote:  EZ Money Supply, EZ, October 2023

EZ Datanote: EZ Money Supply, EZ, October 2023

In one line: Adjusted for savings money data suggest an improving outlook for H1 next year.

PM Datanote: GDP, Third Quarter, Brazil, 2023

PM Datanote: GDP, Third Quarter, Brazil, 2023

In one line: Surprisingly resilient, but high interest rates are now a drag.

Global Datanote: GDP, Third Quarter, Brazil, 2023

Global Datanote: GDP, Third Quarter, Brazil, 2023

In one line: Surprisingly resilient, but high interest rates are now a drag.

Global Datanote: CPI, Mexico, November, 2023

Global Datanote: CPI, Mexico, November, 2023

In one line: Core inflation continues to fall.

CHINA+ DATA WRAP 8 DECEMBER 2023: Japan revises down Q3 GDP, notably consumption

CHINA+ DATA WRAP 8 DECEMBER 2023: Japan revises down Q3 GDP, notably consumption

Japan's revised Q3 GDP reveals weak private consumption demandNominal wage growth picked up in October

UK Datanote: U.K. GDP, November 2023

UK Datanote: U.K. GDP, November 2023

In one line: The underlying trend still looks flat, but a genuine recovery will take hold this year.

UK Datanote: U.K. GDP, October 2023

UK Datanote: U.K. GDP, October 2023

In one line: A broad-based drop, but expect a recovery in the final two months of 2023.

PM Datanote: GDP, Q4 advance

PM Datanote: GDP, Q4 advance

Inflation matters more than the GDP overshoot, and it looks great.

EZ Datanote: EZ Money Supply, EZ, December 2023

EZ Datanote: EZ Money Supply, EZ, December 2023

In one line: Fall in M1 is fading.

EZ Datanote: Advance GDP, France, Q4

EZ Datanote: Advance GDP, France, Q4

In one line: French GDP went nowhere in H2 last year.

EZ Datanote: Advance GDP, Spain, Q4 2023

EZ Datanote: Advance GDP, Spain, Q4 2023

In one line: Better than expected but was it enough to prevent a decline in EZ GDP?

PM Datanote: Advance GDP, Mexico, Q4

PM Datanote: Advance GDP, Mexico, Q4

In one line: A soft end to the year, and H1 looks difficult; rate cuts are needed.

CHINA+ DATA WRAP 15 February 2024

CHINA+ DATA WRAP 15 February 2024

Japan's GDP shrinks unexpectedly in Q4

EZ Datanote: Trade Balance, Eurozone, December 2023

EZ Datanote: Trade Balance, Eurozone, December 2023

In one line: Old news; net trade will be a drag on growth this year.

PM Datanote: GDP, Colombia, Q4, 2023

PM Datanote: GDP, Colombia, Q4, 2023

In one line: A poor end to the year, but the details are less grim than the headline.

Global Datanote: GDP, Colombia, Q4, 2023

Global Datanote: GDP, Colombia, Q4, 2023

In one line: A poor end to the year, but the details are less grim than the headline.

EZ Datanote: ESI, EZ, January 2024

EZ Datanote: ESI, EZ, January 2024

In one line: The recovery will be slow coming.

 

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