Pantheon Macroeconomics

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50 items tagged "japan":

EZ Datanote: Advance Inflation, Eurozone, March 2025

EZ Datanote: Advance Inflation, Eurozone, March 2025

In one line: Soft enough for an April cut? We don't think so.

Global Datanote: Advance Inflation, Eurozone, March 2025

Global Datanote: Advance Inflation, Eurozone, March 2025

In one line: Soft enough for an April cut? We don't think so.

EZ Datanote: Inflation, Switzerland, March 2025

EZ Datanote: Inflation, Switzerland, March 2025

In one line: Holding at a 46-month low, but will rise again soon; Swiss retaliation to US tariff hikes poses an upside risk.

EZ Datanote: Advance GDP, Italy & Germany, Q1 2025

EZ Datanote: Advance GDP, Italy & Germany, Q1 2025

In one line: Supporting our above-consensus EZ call.

EZ Datanote: Advance GDP, France, Q1 2025

EZ Datanote: Advance GDP, France, Q1 2025

In one line: Barely growing, and trade uncertainty could well keep it that way in 2025.

EZ Datanote: Advance GDP, EZ, Q1 2025

EZ Datanote: Advance GDP, EZ, Q1 2025

In one line: GDP growth pick up in Q1 will prove short-lived as trade uncertainty hits.

PM Datanote: US Advance GDP, Q1

PM Datanote: US Advance GDP, Q1

Tariffs distort the numbers, but underlying growth was already slowing in Q1.

EZ Datanote: GDP (2nd Est.) & Employment, EZ, Q1 2025 and Industrial Production, EZ, March 2025

EZ Datanote: GDP (2nd Est.) & Employment, EZ, Q1 2025 and Industrial Production, EZ, March 2025

In one line: Industry supported EZ GDP in Q1, as did the labour market.

EZ Datanote: Trade, EZ, March 2025

EZ Datanote: Trade, EZ, March 2025

In one line: A new record high, thanks to tariff front-running by US firms.

EZ Datanote: INSEE Consumers' Spending, France, April 2025

EZ Datanote: INSEE Consumers' Spending, France, April 2025

In one line: Falling energy consumption will weigh on spending in Q2.

EZ Datanote: ISTAT Confidence, Italy, May 2025

EZ Datanote: ISTAT Confidence, Italy, May 2025

In one line: Still consistent with slight slowdown in growth in Q2.

PM Datatnote: EZ Money Supply and Detailed Q1 GDP in Italy

PM Datatnote: EZ Money Supply and Detailed Q1 GDP in Italy

In one line: Upturn in money supply continues; Italian GDP on a solid footing in Q1.

EM Asia Datanote: GDP, India, Q1

EM Asia Datanote: GDP, India, Q1

In one line: Boosted by investment, which can't be relied upon post-"Liberation Day".

EZ Datanote: M3 Money Supply, IFO and ISTAT, Jun/Jul

EZ Datanote: M3 Money Supply, IFO and ISTAT, Jun/Jul

In one line: Temporary slowdown in M1, we hope, resilient IFO and ISTAT surveys.

EZ Datanote: Advance GDP & Retail Sales, Spain, Q2 2025 & June 2025

EZ Datanote: Advance GDP & Retail Sales, Spain, Q2 2025 & June 2025

In one line: Another big increase in Spanish GDP.

EZ Datanote: Retail Sales, Germany, June 2025

EZ Datanote: Retail Sales, Germany, June 2025

In one line: Solid, but not enough to prevent a poor Q2. 

EZ Datanote: Advance GDP, Italy & Germany, Q2 2025

EZ Datanote: Advance GDP, Italy & Germany, Q2 2025

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.

EZ Datanote: Advance GDP/ESI, EZ, Q2 2025/July 2025

EZ Datanote: Advance GDP/ESI, EZ, Q2 2025/July 2025

In one line: EZ GDP growth slows from tariff front-running boost in Q1.

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.

Factory Orders, Germany, February 2025

Factory Orders, Germany, February 2025

In one line: Growth and the surveys were picking up, before Mr. Trump's tariff hammer.

EZ Datanote: Industrial Production, France, February 2025

EZ Datanote: Industrial Production, France, February 2025

In one line: Not enough to salvage Q1, but the 3m/3m trend is turning up.

EZ Datanote: Industrial Production, Spain, February 2025

EZ Datanote: Industrial Production, Spain, February 2025

In one line: Solid but unlikely to last.

EZ Datanote: Industrial Production, Spain, March 2025

EZ Datanote: Industrial Production, Spain, March 2025

In one line: Decent, and strength likely to continue for now.

EZ Datanote: Industrial Production, Italy, March 2025

EZ Datanote: Industrial Production, Italy, March 2025

In one line: Industry will likely support GDP again in Q2, but downside risks remain.

EZ Datanote: Factory Orders, Germany, April 2025

EZ Datanote: Factory Orders, Germany, April 2025

In one line: Surprisingly strong, but the details are volatile.

EZ Datanote: Factory Orders, Germany, May 2025

EZ Datanote: Factory Orders, Germany, May 2025

In one line: Poor, but falling turnover at odds with the surveys.

EZ Datanote: Industrial Production, France & Spain, May

EZ Datanote: Industrial Production, France & Spain, May

In one line: Q2 was a quarter to forget in French manufacturing; Spain is looking better.

EZ Datanote: Industrial Production, Germany, May 2025

EZ Datanote: Industrial Production, Germany, May 2025

In one line: Still improving, and surveys point to a strong finish to Q2.

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.

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.

PANTHEON EM ASIA DATA WRAP 1 September 2025

PANTHEON EM ASIA DATA WRAP 1 September 2025

Still-robust export growth is driving Indonesia's trade surplus to its highest in yearsSurprisingly soft CPI numbers all around for August

PANTHEON EM ASIA DATA WRAP 3 September 2025

PANTHEON EM ASIA DATA WRAP 3 September 2025

A more confident uptick in ASEAN manufacturing, with tariff clouds receding

PANTHEON EM ASIA DATA WRAP 5 September 2025

PANTHEON EM ASIA DATA WRAP 5 September 2025

Philippine inflation has finally bottomed out

PANTHEON EM ASIA DATA WRAP 9 September 2025

PANTHEON EM ASIA DATA WRAP 9 September 2025

A quiet start to Q3, but Philippine sales are still sliding

PANTHEON EM ASIA DATA WRAP 11 September 2025

PANTHEON EM ASIA DATA WRAP 11 September 2025

A robust start to Q3 for Indonesian retail sales

 

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