Pantheon Macroeconomics

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70 items tagged "growth":

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 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 4th Jan 2023

Chart of the Week 4th Jan 2023

Real M1 growth in the EZ is plunging

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 15th March 2023

Chart of the Week 15th March 2023

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

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 October 2022

Chart of the Week 26th October 2022

Here comes another 75bp from the ECB

EZ Webinar April 2024: What is the Link Between EZ Wage Growth & Inflation?

EZ Webinar April 2024: What is the Link Between EZ Wage Growth & Inflation?

What is the Link Between EZ Wage Growth & Inflation?

Chart of the Week 14th December 2022

Chart of the Week 14th December 2022

Here comes a raft of 50bp hikes

Eurozone Webinar May 2022: How Will EZ Policymakers Respond To Stagflation?

Eurozone Webinar May 2022: How Will EZ Policymakers Respond To Stagflation?

Eurozone Webinar by Claus Vistesen and Melanie Debono

EZ Webinar February 2024: Will the SNB Beat the ECB to it on Rate Cuts?

EZ Webinar February 2024: Will the SNB Beat the ECB to it on Rate Cuts?

Switzerland Focus: Will the SNB Beat the ECB to it on Rate Cuts?

EZ Webinar December 2023: When Will the ECB's Message Shift?

EZ Webinar December 2023: When Will the ECB's Message Shift?

EZ Webinar December 2023: When Will the ECB's Message Shift?

Eurozone Webinar March 2023: The ECB Is Still Focused On Rising Core Inflation; Is It Making A Policy Error?

Eurozone Webinar March 2023: The ECB Is Still Focused On Rising Core Inflation; Is It Making A Policy Error?

The ECB Is Still Focused On Rising Core Inflation; Is It Making A Policy Error?

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.

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.

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 IPCA, Brazil, January, 2023

PM Datanote: Inflation IPCA, Brazil, January, 2023

In one line: Disinflation fully on track.

Global Datanote:  Inflation IPCA, Brazil, December, 2023

Global Datanote: Inflation IPCA, Brazil, December, 2023

In one line: Disinflation will continue.

PM Datanote: Inflation IPCA, Brazil, December, 2023

PM Datanote: Inflation IPCA, Brazil, December, 2023

In one line: Disinflation will continue.

PM Datanote: Inflation, Chile, December, 2023

PM Datanote: Inflation, Chile, December, 2023

In one line: Disinflation is on track.

PM Datanote: Inflation IPCA-15, Brazil, November

PM Datanote: Inflation IPCA-15, Brazil, November

In one line: Inflation remains under control.

Global Datanote: Inflation IPCA, Brazil, January, 2024

Global Datanote: Inflation IPCA, Brazil, January, 2024

In one line: Disinflation 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, Chile, October, 2023

PM Datanote: Inflation, Chile, October, 2023

In one line: Disinflation is fully on track.

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.

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 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, January

PM Datanote: Inflation IPCA-15, Brazil, January

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

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.

PM Datanote: US ISM Manufacturing Survey/JOLTS

PM Datanote: US ISM Manufacturing Survey/JOLTS

Fade the stagflation doomsayers

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.

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: 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, 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, Mexico, Q3, 2023

PM Datanote: GDP, Mexico, Q3, 2023

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

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, September 2023

UK Datanote: U.K. GDP, September 2023

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

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, March 2024

UK Datanote: U.K. GDP, March 2024

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

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, 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.

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.

EZ Datanote: ESI, EZ, January 2024

EZ Datanote: ESI, EZ, January 2024

In one line: The recovery will be slow coming.

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.

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, 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.

CHINA+ DATA WRAP 15 February 2024

CHINA+ DATA WRAP 15 February 2024

Japan's GDP shrinks unexpectedly in Q4

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.

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: GDP, Q4 advance

PM Datanote: GDP, Q4 advance

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

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, 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.

 

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