Pantheon Macroeconomics

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59 items tagged "germany":

Chart of the Week 16th November 2022

Chart of the Week 16th November 2022

How will Germany's yield curve un-invert?

Chart of the Week 1st March 2023

Chart of the Week 1st March 2023

The German recession is still on

Chart of the Week 26th April 2023

Chart of the Week 26th April 2023

The EZ Brushed Away Banking Troubles in April

Chart of the Week 21st December 2022

Chart of the Week 21st December 2022

Longer-for-tighter ECB policy will hit EZ GDP growth

Chart of the Week 22nd Feb 2023

Chart of the Week 22nd Feb 2023

China's top brass wants more consumption; will they get it?

Chart of the Week 4th Jan 2023

Chart of the Week 4th Jan 2023

Real M1 growth in the EZ is plunging

Chart of the Week 11th Jan 2023

Chart of the Week 11th Jan 2023

U.S. wage growth is looking less threatening for the Fed

Chart of the Week 26th October 2022

Chart of the Week 26th October 2022

Here comes another 75bp from the ECB

Chart of the Week 15th March 2023

Chart of the Week 15th March 2023

The ECB will stick to the plan of a 50bp hike this week

Global Datanote: CPI, Indonesia, November

Global Datanote: CPI, Indonesia, November

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

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: 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.

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

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

Global Datanote: November CPI & October IP, India

Global 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.

PM Datanote: CPI, Mexico, November, 2023

PM Datanote: CPI, Mexico, November, 2023

In one line: Core inflation continues to fall.

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.

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

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 22 DECEMBER 2023

CHINA+ DATA WRAP 22 DECEMBER 2023

Japan National CPI slows sharply in November as cost-push factors ease

PM Datanote: Bi-weekly CPI, Mexico, October, 2023

PM Datanote: Bi-weekly CPI, Mexico, October, 2023

In one line: Disinflation is fully on track.

China+ Datanote: National CPI, Japan, November

China+ Datanote: National CPI, Japan, November

Japan's inflation slows in November, thanks to easing food and core prices

PM Datanote: Inflation, Chile, October, 2023

PM Datanote: Inflation, Chile, October, 2023

In one line: Disinflation is fully 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-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, 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.

Global Datanote: Inflation, Chile, February, 2024

Global Datanote: Inflation, Chile, February, 2024

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

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, January, 2024

Global Datanote: Inflation, Chile, January, 2024

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

Global Datanote: Inflation IPCA, Brazil, January, 2024

Global Datanote: Inflation IPCA, Brazil, January, 2024

In one line: Disinflation fully on track.

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, January

PM Datanote: Inflation IPCA-15, Brazil, January

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

Global Datanote:  Inflation IPCA, Brazil, December, 2023

Global Datanote: Inflation IPCA, Brazil, December, 2023

In one line: Disinflation will continue.

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.

PM Datanote: Inflation, Chile, December, 2023

PM Datanote: Inflation, Chile, December, 2023

In one line: Disinflation is on track.

Global Datanote: Inflation, Mexico, October, 2023

Global Datanote: Inflation, Mexico, October, 2023

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

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 IPCA-15, Brazil, October, 2023

PM Datanote: Inflation IPCA-15, Brazil, October, 2023

In one line: Inflation under control.

PM Datanote: Inflation IPCA-15, Brazil, November

PM Datanote: Inflation IPCA-15, Brazil, November

In one line: Inflation remains under control.

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.

Global Datanote: CPI, Mexico, November, 2023

Global Datanote: CPI, Mexico, November, 2023

In one line: Core inflation continues to fall.

PM Datanote: U.S. GDP, Q3 Advance

PM Datanote: U.S. GDP, Q3 Advance

Headline obscures weak capex; Q4 GDP growth will be weaker

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.

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.

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.

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.

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, 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.

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.

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.

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.

 

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