Pantheon Macroeconomics
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50 items tagged "japan":
In one line: In line with our forecast; a coin toss between 2.1% and 2.2% on the EZ HICP.
In one line: Only a washout in November can deliver an ECB rate cut now.
In one line: Only a washout in November can deliver an ECB rate cut now.
In one line: Sticky, and will remain so until January.
In one line: Downside risk to EZ core inflation, relative to our forecast.
In one line: Reversing August's fall; Q4 will be better.
In one line: Disappointing rebound; we don't trust it.
In one line: Construction had a neutral impact on EZ GDP in Q3.
In one line: Stung by falling consumption and another hit from falling net trade.
In one line: Consistent with faster EZ GDP growth.
In one line: Revised up despite another drag from net trade.
In one line: Revised up despite a drag from net trade.
In one line: Little cheer for German consumers at turn of the year.
In one line: Consistent with a pick up in GDP growth in Q4.
In one line: Poor, but still consistent with slightly better growth in Q4.
In one line: Strong manufacturing, but plunging exports.
In one line: Industry slowed sharply in Q4, but goods spending likely accelerated.
In one line: Spanish industry had a solid November.
In one line: Back to growth; reversal of net trade drag a big upside risk to 2026 growth.
In one line: Back to growth; reversal of net trade drag a big upside risk to 2026 growth.
In one line: Easing M1 growth offset by falling inflation, for now.
In one line: The EZ ends 2025 on a high.
In one line: Solid GDP, but risks tilted towards a downward revision later; nothing to see in the labour market.
In one line: The EZ ends 2025 on a high.
In one line: Decent Q4, with revisions now signalling strong growth in 2025.
In one line: Better than we thought; growth will pick up in Q1.
In one line: Better than we thought; growth will pick up in Q1.
In one line: Things are looking up, aside from a small bump in the road in January.
In one line: Strong momentum in domestic demand, but risks still loom in early 2026.
In one line: Growth will pick up further in 2026.
In one line: New series paints a more stable picture of recent years; 'statistical discrepancies' no longer a bug-bear.
In one line: No help to GDP growth from construction in Q1.
In one line: Initial hit from Trump's war is worse for EZ sentiment than his tariffs.
ASEAN March Manufacturing PMI, Indonesia February Trade, Indonesia March CPI
Oil surge leads to an immediate breach of the BSP's target rangeRecovering domestic demand will soon hit a brick wall
In one line: President Boluarte removed; uncertainty persists but economy remains resilient.
In one line: Loosening credit availability will help growth and falling secured credit defaults point to limited household distress

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