Pantheon Macroeconomics

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50 items tagged "france":

EM Asia Datanote: November CPI & October IP, India

EM Asia Datanote: November CPI & October IP, India

In one line: The worst of the recent food price surge is over; Diwali calendar effects flatter October IP massively.

CHINA+ DATA WRAP 11 DECEMBER 2023: Core inflation steady, despite headline fall

CHINA+ DATA WRAP 11 DECEMBER 2023: Core inflation steady, despite headline fall

Core inflation indicates steady if sluggish demand, despite worsening headline figureWorsening decline in producer prices is symptomatic of excess supply

PM Datanote: CPI, Chile, November, 2023

PM Datanote: CPI, Chile, November, 2023

In one line: A sharp m/m increase, but the rapid downtrend will resume soon.

PM Datanote: CPI, Mexico, November, 2023

PM Datanote: CPI, Mexico, November, 2023

In one line: Core inflation continues to fall.

Global Datanote: CPI, Indonesia, November

Global Datanote: CPI, Indonesia, November

In one line: Adverse food price base effects will now unwind.

China+ Datanote: National CPI, Japan, October

China+ Datanote: National CPI, Japan, October

Japan's headline inflation rose for the first time in four months, driven by accelerating energy, services and fresh food inflation

PM Datanote: U.S. CPI, October

PM Datanote: U.S. CPI, October

The (almost) final nail in the coffin of the Fed's rate hike optionality

Global Datanote: CPI, India, October

Global Datanote: CPI, India, October

In one line: Slowing core inflation will make the next few months of headline stubbornness easier to swallow.

EM Asia Datanote: CPI, India, October

EM Asia Datanote: CPI, India, October

In one line: Slowing core inflation will make the next few months of headline stubbornness easier to swallow.

Global Datanote: Inflation IPCA, Brazil, January, 2024

Global Datanote: Inflation IPCA, Brazil, January, 2024

In one line: Disinflation fully on track.

PM Datanote: Inflation, Chile, December, 2023

PM Datanote: Inflation, Chile, December, 2023

In one line: Disinflation is on track.

PM Datanote: Inflation IPCA, Brazil, December, 2023

PM Datanote: Inflation IPCA, Brazil, December, 2023

In one line: Disinflation will continue.

Global Datanote:  Inflation IPCA, Brazil, December, 2023

Global Datanote: Inflation IPCA, Brazil, December, 2023

In one line: Disinflation will continue.

PM Datanote: Inflation IPCA-15, Brazil, January

PM Datanote: Inflation IPCA-15, Brazil, January

In one line: Disinflation continues; more good news to come.

PM Datanote: Inflation IPCA, Brazil, January, 2023

PM Datanote: Inflation IPCA, Brazil, January, 2023

In one line: Disinflation fully on track.

PM Datanote: Inflation IPCA-15, Brazil, March, 2024

PM Datanote: Inflation IPCA-15, Brazil, March, 2024

In one line: Back to the target range, and the near-term outlook is benign.

PM Datanote: Inflation, Chile, January, 2024

PM Datanote: Inflation, Chile, January, 2024

In one line: Incompatible with prior data, but the downtrend is on track.

Global Datanote: Inflation, Chile, January, 2024

Global Datanote: Inflation, Chile, January, 2024

In one line: Incompatible with prior data, but the downtrend is on track.

PM Datanote: Inflation, Chile, February, 2024

PM Datanote: Inflation, Chile, February, 2024

In one line: Overshooting expectations, once again, by far.

Global Datanote: Inflation, Chile, February, 2024

Global Datanote: Inflation, Chile, February, 2024

In one line: Overshooting expectations, once again, by far.

Global Datanote: Inflation, Mexico, October, 2023

Global Datanote: Inflation, Mexico, October, 2023

In one line: Disinflation, at the headline level, remains fully on track.

Global Datanote: Inflation IPCA-15, Brazil, March, 2024

Global Datanote: Inflation IPCA-15, Brazil, March, 2024

In one line: Back to the target range, and the near-term outlook is benign.

PM Datanote: Inflation IPCA-15, Brazil, April, 2024

PM Datanote: Inflation IPCA-15, Brazil, April, 2024

In one line: Inflation continues to fall rapidly, leaving the door open to further rate cuts.

PM Datanote: Inflation IPCA-15, Brazil, November

PM Datanote: Inflation IPCA-15, Brazil, November

In one line: Inflation remains under control.

PM Datanote: Inflation, Mexico, October, 2023

PM Datanote: Inflation, Mexico, October, 2023

In one line: Disinflation, at the headline level, remains fully on track.

Global Datanote: Inflation, Chile, October, 2023

Global Datanote: Inflation, Chile, October, 2023

In one line: Disinflation is fully on track.

PM Datanote: Inflation, Chile, October, 2023

PM Datanote: Inflation, Chile, October, 2023

In one line: Disinflation is fully on track.

PM Datanote: US ISM Manufacturing Survey/JOLTS

PM Datanote: US ISM Manufacturing Survey/JOLTS

Fade the stagflation doomsayers

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:  Advance GDP, EZ, Q1 2024

EZ Datanote: Advance GDP, EZ, Q1 2024

In one line: Strong but won't prevent a rate cut in June.

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.

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, 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.

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, 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, 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, Q4 advance

PM Datanote: GDP, Q4 advance

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

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

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.

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, 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.

EM Asia Datanote: GDP, Taiwan, Q1

EM Asia Datanote: GDP, Taiwan, Q1

In one line: External demand does the heavy lifting, thanks to helpful base effects.

UK Datanote: U.K. GDP, March 2024

UK Datanote: U.K. GDP, March 2024

In one line: Back with a bang, upside risks to our growth forecast.

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.

 

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