Pantheon Macroeconomics
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50 items tagged "japan":
In one line: GDP growth slowed at end-2024 despite continued strength in the labour market. ESI points to better times ahead.
In one line: A terrible end to the year, and downside risks have increased.
In one line: A terrible end to the year, and downside risks have increased.
Tariff front-running prompts a surge in consumption; capex hit by Boeing strike.
In one line: A solid end to the year, explaining the cautious tone of the BCCh.
In one line: A bad end to the year, and downside risks have increased.
In one line: A bad end to the year, and downside risks have increased.
In one line: Stung by plunge in net exports; consumption is now growing, but weakly.
In one line: A trade- and consumption-driven bounce; the economy is still operating below potential.
In one line: Construction downturn intensifies midway through Q1.
In one line: Ending 2024 on a strong note, but risks loom for 2025.
In one line: Great, but leading indicators point to a slowdown.
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.
In one line: Agricultural rebound masks broad-based weakness.
In one line: Agricultural rebound masks broad-based weakness.
Tariffs distort the numbers, but underlying growth was already slowing in Q1.
In one line: 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: Boosted by agriculture and capex, but momentum set to fade.
In one line: Signs of underlying strength, despite boost from major orders.
In one line: Snapping back, but strength unlikely to continue.
In one line: Stung by plunge in major orders; core orders should rise in coming months.
In one line: An increase thanks to German rebound.
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.
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