Pantheon Macroeconomics

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50 items tagged "japan":

EZ Datanote: Advance Inflation, France, October 2025

EZ Datanote: Advance Inflation, France, October 2025

In one line: In line with our forecast; a coin toss between 2.1% and 2.2% on the EZ HICP.

EZ Datanote: Advance Inflation, EZ, October 2025

EZ Datanote: Advance Inflation, EZ, October 2025

In one line: Only a washout in November can deliver an ECB rate cut now.

Global Datanote: Advance Inflation, Eurozone, October 2025

Global Datanote: Advance Inflation, Eurozone, October 2025

In one line: Only a washout in November can deliver an ECB rate cut now.

EZ Datanote: Final Inflation, Germany, October 2025

EZ Datanote: Final Inflation, Germany, October 2025

In one line: Sticky, and will remain so until January.

EZ Datanote: Advance Inflation & Consumers' Spending, France, Nov/Oct 2025

EZ Datanote: Advance Inflation & Consumers' Spending, France, Nov/Oct 2025

In one line: Downside risk to EZ core inflation, relative to our forecast.

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.

EZ Datanote: Sentix Economic Index, Eurozone, January 2026

EZ Datanote: Sentix Economic Index, Eurozone, January 2026

In one line: New year, newfound optimism.

EZ Datanote: Full-year GDP, Germany, 2025

EZ Datanote: Full-year GDP, Germany, 2025

In one line: Back to growth; reversal of net trade drag a big upside risk to 2026 growth.

Global Datanote: Full-year GDP, Germany, 2025

Global Datanote: Full-year GDP, Germany, 2025

In one line: Back to growth; reversal of net trade drag a big upside risk to 2026 growth.

EZ Datanote: Money Supply, Eurozone, December 2025

EZ Datanote: Money Supply, Eurozone, December 2025

In one line: Easing M1 growth offset by falling inflation, for now.

EZ Datanote: Advance GDP, Q4-25, France

EZ Datanote: Advance GDP, Q4-25, France

In one line: Solid trend in domestic demand, ex-inventories.

EZ Datanote: Advance GDP & Unemployment, Germany, Q4/December 2025

EZ Datanote: Advance GDP & Unemployment, Germany, Q4/December 2025

In one line: Solid GDP, but risks tilted towards a downward revision later; nothing to see in the labour market.

EZ Datanote: Retail Sales, Germany, December 2025

EZ Datanote: Retail Sales, Germany, December 2025

In one line: Decent Q4, with revisions now signalling strong growth in 2025.

EZ Datanote: GDP Flash, Switzerland, Q4 2025

EZ Datanote: GDP Flash, Switzerland, Q4 2025

In one line: Better than we thought; growth will pick up in Q1.

Global Datanote: GDP Flash, Switzerland, Q4 2025

Global Datanote: GDP Flash, Switzerland, Q4 2025

In one line: Better than we thought; growth will pick up in Q1.

EZ Datanote: Construction Output, Eurozone, December 2025

EZ Datanote: Construction Output, Eurozone, December 2025

In one line: Things are looking up, aside from a small bump in the road in January.

EZ Datanote: Detailed Q4 GDP & GfK Consumer Confidence, Germany

EZ Datanote: Detailed Q4 GDP & GfK Consumer Confidence, Germany

In one line: Strong momentum in domestic demand, but risks still loom in early 2026.

EZ Datanote: Detailed GDP, Switzerland, Q4 2025

EZ Datanote: Detailed GDP, Switzerland, Q4 2025

In one line: Growth will pick up further in 2026.

Global Datanote: Detailed GDP, Switzerland, Q4 2025

Global Datanote: Detailed GDP, Switzerland, Q4 2025

In one line: Growth will pick up further in 2026.

EM Asia Datanote: GDP, India, Q4

EM Asia Datanote: GDP, India, Q4

In one line: New series paints a more stable picture of recent years; 'statistical discrepancies' no longer a bug-bear.

EZ Datanote: Detailed GDP, Italy, Q4 2025

EZ Datanote: Detailed GDP, Italy, Q4 2025

In one line: Surge in investment boosted Q4 growth.

EZ Datanote: Construction, Eurozone, January 2026

EZ Datanote: Construction, Eurozone, January 2026

In one line: No help to GDP growth from construction in Q1.

EZ Datanote: Flash EC Consumer Confidence, Eurozone, March 2026

EZ Datanote: Flash EC Consumer Confidence, Eurozone, March 2026

In one line: Initial hit from Trump's war is worse for EZ sentiment than his tariffs.

PANTHEON EM ASIA DATA WRAP 1 April 2026

PANTHEON EM ASIA DATA WRAP 1 April 2026

ASEAN March Manufacturing PMI, Indonesia February Trade, Indonesia March CPI

PANTHEON EM ASIA DATA WRAP 7 April 2026

PANTHEON EM ASIA DATA WRAP 7 April 2026

Oil surge leads to an immediate breach of the BSP's target rangeRecovering domestic demand will soon hit a brick wall

PANTHEON EM ASIA DATA WRAP 8 April 2026

PANTHEON EM ASIA DATA WRAP 8 April 2026

RBI is keeping calm and carrying on with a sensible pause

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.

UK Datanote: Bank of England Credit Conditions, Q4 2025

UK Datanote: Bank of England Credit Conditions, Q4 2025

In one line: Loosening credit availability will help growth and falling secured credit defaults point to limited household distress

 

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