Pantheon Macroeconomics
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50 items tagged "capital economics":
In one line: Manufacturing output is being hit by retailers running down their inventories.
China's manufacturing sector hit a soft patch in October
In one line: The destocking process which is weighing on manufacturing output has further to run.
Higher rates are putting the brakes on the recovery in manufacturing.
In one line: No end in sight for the recession in EZ manufacturing.
In one line: No end in sight for the recession in EZ manufacturing.
The BoJ won't be moved by a rise in headline Japanese inflation; flash manufacturing PMI falls
China's manufacturing PMI is hit by falling demand
The erratic Caixin PMI is more optimistic than the official gauge
Stuck in a rut, with few signs of an improvement ahead.
Japanese manufacturing activity continues to decline with no indication of an upturn in demand
In one line: Upward revision not a game changer.
Japanese manufacturing activity weakens but services activity rises
In one line: Entering 2024 with negative momentum.
In one line: EZ manufacturing remained in recession in Q4; is the plunge in M1 fading?
In one line: Downturn in manufacturing output has further to run.
Caixin services PMI offers glimmers of hope; Japanese manufacturing activity is struggling
In one line: More confirmation that weakness spread into Q4.
Japan's revised Q3 GDP reveals weak private consumption demandNominal wage growth picked up in October
In one line: The fall in households' spending will be reversed in Q4.
In one line: We think GDP will fall again in Q4; surveys suggest robustness in employment growth will not last.
In one line: A stronger-than-expected Q3, but downside forces are emerging.
In one line: A stronger-than-expected Q3, but downside forces are emerging.
In one line: Adjusted for savings money data suggest an improving outlook for H1 next year.
In one line: Surprisingly resilient, but high interest rates are now a drag.
In one line: Surprisingly resilient, but high interest rates are now a drag.
In one line: A broad-based drop, but expect a recovery in the final two months of 2023.
In one line: GDP will return to a rising path in 2024; the MPC needn't panic.
In one line: The underlying trend still looks flat, but a genuine recovery will take hold this year.
In one line: A soft end to the year, and H1 looks difficult; rate cuts are needed.
In one line: GDP will return to a rising path in 2024; the MPC needn't panic.
In one line: A poor end to the year, but the details are less grim than the headline.
In one line: A poor end to the year, but the details are less grim than the headline.
In one line: Inflation fell further, but less than we anticipated; January spending was resilient to plunge in auto sales.
In one line: GDP is on track for 0.4% quarter-to-quarter growth in Q1, beating MPC forecasts.
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