Pantheon Macroeconomics
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50 items tagged "japan":
In one line: Soft enough for an April cut? We don't think so.
In one line: Soft enough for an April cut? We don't think so.
In one line: Holding at a 46-month low, but will rise again soon; Swiss retaliation to US tariff hikes poses an upside risk.
In one line: Supporting our above-consensus EZ call.
In one line: Barely growing, and trade uncertainty could well keep it that way in 2025.
In one line: GDP growth pick up in Q1 will prove short-lived as trade uncertainty hits.
Tariffs distort the numbers, but underlying growth was already slowing in Q1.
In one line: Industry supported EZ GDP in Q1, as did the labour market.
In one line: A new record high, thanks to tariff front-running by US firms.
In one line: Falling energy consumption will weigh on spending in Q2.
In one line: Still consistent with slight slowdown in growth in Q2.
In one line: Upturn in money supply continues; Italian GDP on a solid footing in Q1.
In one line: Boosted by investment, which can't be relied upon post-"Liberation Day".
In one line: Temporary slowdown in M1, we hope, resilient IFO and ISTAT surveys.
In one line: Another big increase in Spanish GDP.
In one line: Solid, but not enough to prevent a poor Q2.
In one line: German and Italian GDP both fall by 0.1% q/q; available data now point to 0.1% increase in EZ GDP.
In one line: EZ GDP growth slows from tariff front-running boost in Q1.
In one line: Underlying growth has slowed sharply since late 2024.
In one line: Q2 slowdown confirmed; industry partly to blame.
In one line: Germany fared worse than initially expected in Q2.
In one line: Still pointing to downside risks.
In one line: Flattered hugely by discrepancies, but some reassuring details nonetheless.
In one line: A decent start to Q3, but the carry-over is still negative.
In one line: Growth and the surveys were picking up, before Mr. Trump's tariff hammer.
In one line: Not enough to salvage Q1, but the 3m/3m trend is turning up.
In one line: Decent, and strength likely to continue for now.
In one line: Industry will likely support GDP again in Q2, but downside risks remain.
In one line: Surprisingly strong, but the details are volatile.
In one line: Poor, but falling turnover at odds with the surveys.
In one line: Q2 was a quarter to forget in French manufacturing; Spain is looking better.
In one line: Still improving, and surveys point to a strong finish to Q2.
In one line: Soaring as transport and refineries kick into gear
In one line: Decent, and Q3 looks set to be good too.
In one line: Manufacturing on track to boost growth in Q3.
In one line: Not as bad as in France, Q3 will still be decent.
Flattered by GDP distortions in Q2, but the underlying trend still is solid.
Still-robust export growth is driving Indonesia's trade surplus to its highest in yearsSurprisingly soft CPI numbers all around for August
A more confident uptick in ASEAN manufacturing, with tariff clouds receding
A quiet start to Q3, but Philippine sales are still sliding
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