Pantheon Macroeconomics

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50 items tagged "capital economics":

EZ Datanote: Advance PMI, France, January 2024

EZ Datanote: Advance PMI, France, January 2024

In one line: Will the rebound be delayed?

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, November 2023

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, November 2023

In one line: Manufacturing output is being hit by retailers running down their inventories.

China+ Datanote : Caixin Manufacturing PMI, China, October

China+ Datanote : Caixin Manufacturing PMI, China, October

China's manufacturing sector hit a soft patch in October

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, October 2023

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, October 2023

In one line: The destocking process which is weighing on manufacturing output has further to run.

PM Datanote: U.S. ISM Manufacturing, October

PM Datanote: U.S. ISM Manufacturing, October

Higher rates are putting the brakes on the recovery in manufacturing.

EZ Datanote: Final Manufacturing PMIs, Eurozone, October 2023

EZ Datanote: Final Manufacturing PMIs, Eurozone, October 2023

In one line: No end in sight for the recession in EZ manufacturing.

Global Datanote:  Final Manufacturing PMIs, Eurozone, October 2023

Global Datanote: Final Manufacturing PMIs, Eurozone, October 2023

In one line: No end in sight for the recession in EZ manufacturing.

CHINA+ DATA WRAP 24 NOVEMBER 2023

CHINA+ DATA WRAP 24 NOVEMBER 2023

The BoJ won't be moved by a rise in headline Japanese inflation; flash manufacturing PMI falls

China+ Datanote: Official Manufacturing PMI, China, November

China+ Datanote: Official Manufacturing PMI, China, November

China's manufacturing PMI is hit by falling demand

Global Datanote: Manufacturing PMI, ASEAN, November

Global Datanote: Manufacturing PMI, ASEAN, November

In one line: Only a small respite in November.

China+ Datanote: Caixin Manufacturing PMI, China, November

China+ Datanote: Caixin Manufacturing PMI, China, November

The erratic Caixin PMI is more optimistic than the official gauge

PM Datanote: U.S. ISM Manufacturing Survey, November

PM Datanote: U.S. ISM Manufacturing Survey, November

Stuck in a rut, with few signs of an improvement ahead.

PM Datanote: PM Datanote: Manufacturing PMI, Japan, October

PM Datanote: PM Datanote: Manufacturing PMI, Japan, October

Japanese manufacturing activity continues to decline with no indication of an upturn in demand

EZ Datanote: Final PMIs, Eurozone, November 2023

EZ Datanote: Final PMIs, Eurozone, November 2023

In one line: Upward revision not a game changer.

Global Datanote: Final PMIs, Eurozone, November 2023

Global Datanote: Final PMIs, Eurozone, November 2023

In one line: Upward revision not a game changer.

China+ Datanote: Flash manufacturing PMI, Japan, December

China+ Datanote: Flash manufacturing PMI, Japan, December

Japanese manufacturing activity weakens but services activity rises

Global Datanote: Manufacturing PMI, ASEAN, December

Global Datanote: Manufacturing PMI, ASEAN, December

In one line: Entering 2024 with negative momentum.

Final Manufacturing PMIs & Money Supply, EZ, Dec/Nov 2023

Final Manufacturing PMIs & Money Supply, EZ, Dec/Nov 2023

In one line: EZ manufacturing remained in recession in Q4; is the plunge in M1 fading?

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, December 2023

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, December 2023

In one line: Downturn in manufacturing output has further to run.

PM Datanote: U.S. ISM Manufacturing Survey, December

PM Datanote: U.S. ISM Manufacturing Survey, December

Better than expected, but still poor.

CHINA+ DATA WRAP 4 JANUARY 2024; Caixin services PMI; Japan final mfg PMI

CHINA+ DATA WRAP 4 JANUARY 2024; Caixin services PMI; Japan final mfg PMI

Caixin services PMI offers glimmers of hope; Japanese manufacturing activity is struggling

EZ Datanote: EC Sentiment, Eurozone, October 2023

EZ Datanote: EC Sentiment, Eurozone, October 2023

In one line: More confirmation that weakness spread into Q4.

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: ECB Press Conference, October 2023

EZ Datanote: ECB Press Conference, October 2023

In one line: Marginally Dovish. 

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, September 2023

UK Datanote: U.K. GDP, September 2023

In one line: The fall in households' spending will be reversed in Q4.

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.

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.

UK Datanote: U.K. GDP, January 2023

UK Datanote: U.K. GDP, January 2023

In one line: GDP will return to a rising path in 2024; the MPC needn't panic.

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.

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.

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

UK Datanote: U.K. GDP, December 2023

UK Datanote: U.K. GDP, December 2023

In one line: GDP will return to a rising path in 2024; the MPC needn't panic.

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.

EZ Datanote: Advance Inflation & Consumers' Spending, France,

EZ Datanote: Advance Inflation & Consumers' Spending, France,

In one line: Inflation fell further, but less than we anticipated; January spending was resilient to plunge in auto sales.

UK Datanote: U.K. GDP, February 2024

UK Datanote: U.K. GDP, February 2024

In one line: GDP is on track for 0.4% quarter-to-quarter growth in Q1, beating MPC forecasts.

 

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