Pantheon Macroeconomics

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50 items tagged "japan":

EZ Datanote: Industrial Production, France, June 2025

EZ Datanote: Industrial Production, France, June 2025

In one line: Soaring as transport and refineries kick into gear

EZ Datanote: Industrial Production, Spain, June 2025

EZ Datanote: Industrial Production, Spain, June 2025

In one line: Decent, and Q3 looks set to be good too.

EZ Datanote: Factory Orders, Germany, June 2025

EZ Datanote: Factory Orders, Germany, June 2025

In one line: No boost from Airbus orders?

EZ Datanote: Industrial Production, France, July 2025

EZ Datanote: Industrial Production, France, July 2025

In one line: Manufacturing on track to boost growth in Q3. 

EZ Datanote: Industrial Production, Spain, July 2025

EZ Datanote: Industrial Production, Spain, July 2025

In one line: Not as bad as in France, Q3 will still be decent.

EZ Datanote: Industrial Production, Italy, July 2025

EZ Datanote: Industrial Production, Italy, July 2025

In one line: Held back by a drop in energy.

EZ Datanote: ISTAT Business Confidence, Italy, September 2025

EZ Datanote: ISTAT Business Confidence, Italy, September 2025

In one line: Consistent with a rebound in GDP in Q3.

EZ Datanote: Industrial Production, Italy, August 2025

EZ Datanote: Industrial Production, Italy, August 2025

In one line: EZ manufacturing fell flat on its face in August.

EZ Datanote: Factory Orders, Germany, September 2025

EZ Datanote: Factory Orders, Germany, September 2025

In one line: A rebound, but what happened to output in September?

EZ Datanote: Industrial Production, France, September 2025

EZ Datanote: Industrial Production, France, September 2025

In one line: Rock-solid, but momentum is now slowing.

CHINA+ DATA WRAP 1 December 2025: China's domestic demand stalling

CHINA+ DATA WRAP 1 December 2025: China's domestic demand stalling

RatingDog PMI stung by waning domestic demand, despite buoyant overseas ordersKorean manufacturing index treading water

EZ Datanote: Factory Orders, Germany, November 2025

EZ Datanote: Factory Orders, Germany, November 2025

In one line: Sizzling, but at odds with weakening surveys.

Global Datanote: Advance GDP, Mexico, Q2

Global Datanote: Advance GDP, Mexico, Q2

In one line: Solid momentum but headwinds lingering.

PM Datanote: US Advance GDP, Q2

PM Datanote: US Advance GDP, Q2

Underlying growth has slowed sharply since late 2024.

Global Datanote: Advance GDP, US, Q2 2025

Global Datanote: Advance GDP, US, Q2 2025

In one line: Underlying growth has slowed sharply since late 2024.

EZ Datanote: GDP (2nd Est.), Employment & Industrial Production, EZ, Q2/June 2025

EZ Datanote: GDP (2nd Est.), Employment & Industrial Production, EZ, Q2/June 2025

In one line: Q2 slowdown confirmed; industry partly to blame.

EZ Datanote: Trade, EZ, June 2025

EZ Datanote: Trade, EZ, June 2025

In one line: Net trade in goods was a drag on GDP in Q2.

EZ Datanote: Detailed GDP, Germany, Q2 2025

EZ Datanote: Detailed GDP, Germany, Q2 2025

In one line: Germany fared worse than initially expected in Q2.

EZ Datanote: INSEE Business Confidence, France, August 2025

EZ Datanote: INSEE Business Confidence, France, August 2025

In one line: Still pointing to downside risks.

EZ Datanote: Detailed GDP, Switzerland, Q2

EZ Datanote: Detailed GDP, Switzerland, Q2

In one line: Stung by crash in net trade. 

EM Asia Datanote: GDP, India, Q2

EM Asia Datanote: GDP, India, Q2

In one line: Flattered hugely by discrepancies, but some reassuring details nonetheless.

EZ Datanote: Construction, Eurozone, July 2025

EZ Datanote: Construction, Eurozone, July 2025

In one line: A decent start to Q3, but the carry-over is still negative.

EZ Datanote: EC Sentiment, Eurozone, September 2025

EZ Datanote: EC Sentiment, Eurozone, September 2025

In one line: Decent headline, dovish selling price expectations.

EZ Datanote: Retail Sales, Germany, August 2025

EZ Datanote: Retail Sales, Germany, August 2025

In one line: On track for a small decline in Q3. 

EZ Datanote: Construction, Eurozone, August 2025

EZ Datanote: Construction, Eurozone, August 2025

In one line: Significant back revisions mean Q3 was likely better than Q2.

EZ Datanote: INSEE Business Confidence, France, October 2025

EZ Datanote: INSEE Business Confidence, France, October 2025

In one line: Punchy headline, but details remain flaky.

EZ Datanote: GfK Consumer Confidence, Germany, November

EZ Datanote: GfK Consumer Confidence, Germany, November

In one line: Stung by volatility income expectations, again. 

EZ Datanote: ISTAT Business Confidence & ECB CES, Oct/Sep 2025

EZ Datanote: ISTAT Business Confidence & ECB CES, Oct/Sep 2025

In one line: Italian GDP growth will pick up in Q4; Inflation expectations stabilising at a high level.

EZ Datanote:  Advance Q3 GDP, unemployment and ESI, Eurozone

EZ Datanote: Advance Q3 GDP, unemployment and ESI, Eurozone

In one line: Nothing here for ECB doves.

EZ Datanote: Retail Sales, Germany, September 2025

EZ Datanote: Retail Sales, Germany, September 2025

In one line: Flat over Q3 as a whole. 

EZ Datanote: Industrial Production, Italy, September 2025

EZ Datanote: Industrial Production, Italy, September 2025

In one line: Reversing August's fall; Q4 will be better.

EZ Datanote: Industrial Production, Eurozone, September 2025

EZ Datanote: Industrial Production, Eurozone, September 2025

In one line: Disappointing rebound; we don't trust it.

EZ Datanote: Construction, Eurozone, September 2025

EZ Datanote: Construction, Eurozone, September 2025

In one line: Construction had a neutral impact on EZ GDP in Q3.

EZ Datanote: Detailed GDP, Germany, Q3 2025

EZ Datanote: Detailed GDP, Germany, Q3 2025

In one line: Stung by falling consumption and another hit from falling net trade.

EZ Datanote: ESI, EZ, November 2025

EZ Datanote: ESI, EZ, November 2025

In one line: Another survey suggesting ECB easing is over.

EZ Datanote: Detailed GDP, Eurozone, Q3 2025

EZ Datanote: Detailed GDP, Eurozone, Q3 2025

In one line: Revised up despite another drag from net trade.

Global Datanote: Detailed GDP, Eurozone, Q3 2025

Global Datanote: Detailed GDP, Eurozone, Q3 2025

In one line: Revised up despite a drag from net trade.

EZ Datanote: GfK/NIM Consumer Confidence, Germany, January 2026

EZ Datanote: GfK/NIM Consumer Confidence, Germany, January 2026

In one line: Little cheer for German consumers at turn of the year.

EZ Datanote: ISTAT Business Confidence, Italy, December 2025

EZ Datanote: ISTAT Business Confidence, Italy, December 2025

In one line: Consistent with a pick up in GDP growth in Q4.

EZ Datanote: Retail Sales, Germany, November 2025

EZ Datanote: Retail Sales, Germany, November 2025

In one line: Poor, but still consistent with slightly better growth in Q4.

EZ Datanote: Industrial Production & Trade, Germany, November 2025

EZ Datanote: Industrial Production & Trade, Germany, November 2025

In one line: Strong manufacturing, but plunging exports.

EZ Datanote: Industrial Production & Consumers' Spending, France, November 2025

EZ Datanote: Industrial Production & Consumers' Spending, France, November 2025

In one line: Industry slowed sharply in Q4, but goods spending likely accelerated.

EZ Datanote: Industrial Production, Spain, November 2025

EZ Datanote: Industrial Production, Spain, November 2025

In one line: Spanish industry had a solid November.

PM Datanote: US Productivity, Q2 2025

PM Datanote: US Productivity, Q2 2025

Flattered by GDP distortions in Q2, but the underlying trend still is solid.

PM Datanote: President Boluarte impeached, Peru, Oct 2025

PM Datanote: President Boluarte impeached, Peru, Oct 2025

In one line: President Boluarte removed; uncertainty persists but economy remains resilient.

PM Datanote: US Employment Cost Index, Q3 2025

PM Datanote: US Employment Cost Index, Q3 2025

Much weaker wage growth likely lies ahead.

 

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