Pantheon Macroeconomics

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50 items tagged "japan":

EZ Datanote: Advance GDP, EZ, Q4 2024; Unemployment, EZ, December 2024; ESI, EZ, January 2025

EZ Datanote: Advance GDP, EZ, Q4 2024; Unemployment, EZ, December 2024; ESI, EZ, January 2025

In one line: GDP growth slowed at end-2024 despite continued strength in the labour market. ESI points to better times ahead.

PM Datanote: Advance GDP, Mexico, Q4, 2025

PM Datanote: Advance GDP, Mexico, Q4, 2025

In one line: A terrible end to the year, and downside risks have increased.

Global Datanote: Advance GDP, Mexico, Q4, 2025

Global Datanote: Advance GDP, Mexico, Q4, 2025

In one line: A terrible end to the year, and downside risks have increased.

PM Datanote: US GDP, Q4

PM Datanote: US GDP, Q4

Tariff front-running prompts a surge in consumption; capex hit by Boeing strike.

PM Datanote: Sectoral activity, and Unemployment, Chile, December, 2025

PM Datanote: Sectoral activity, and Unemployment, Chile, December, 2025

In one line: A solid end to the year, explaining the cautious tone of the BCCh.

EZ Datanote: GDP flash, Switzerland, Q4 2024

EZ Datanote: GDP flash, Switzerland, Q4 2024

In one line: Picking up, as expected.

PM Datanote: Final GDP, Mexico, Q4, 2024

PM Datanote: Final GDP, Mexico, Q4, 2024

In one line: A bad end to the year, and downside risks have increased.

Global Datanote: Final GDP, Mexico, Q4, 2024

Global Datanote: Final GDP, Mexico, Q4, 2024

In one line: A bad end to the year, and downside risks have increased.

EZ Datanote: Detailed GDP, Germany, Q4-24

EZ Datanote: Detailed GDP, Germany, Q4-24

In one line: Stung by plunge in net exports; consumption is now growing, but weakly.

EZ Datanote: GDP, Switzerland, Q4 2024

EZ Datanote: GDP, Switzerland, Q4 2024

In one line: Outperforming the EZ, again.

EZ Datanote: Retail Sales, Germany, January 2025

EZ Datanote: Retail Sales, Germany, January 2025

In one line: On track for a slowdown in Q1. 

EM Asia Datanote: GDP, India, Q4

EM Asia Datanote: GDP, India, Q4

In one line: A trade- and consumption-driven bounce; the economy is still operating below potential.

EZ Datanote: Construction PMIs, Eurozone, February 2025

EZ Datanote: Construction PMIs, Eurozone, February 2025

In one line: Construction downturn intensifies midway through Q1.

EZ Datanote: Retail Sales, EZ, January 2025

EZ Datanote: Retail Sales, EZ, January 2025

In one line: Not the start to Q1 we'd hoped for.

PM Datanote: GDP, Chile, Q4, 2025

PM Datanote: GDP, Chile, Q4, 2025

In one line: Ending 2024 on a strong note, but risks loom for 2025.

EZ Datanote: ISTAT Confidence, Italy, March 2025

EZ Datanote: ISTAT Confidence, Italy, March 2025

In one line: Business sentiment eases.

EZ Datanote: Retail Sales, Germany, February 2025

EZ Datanote: Retail Sales, Germany, February 2025

In one line: Great, but leading indicators point to a slowdown.

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: Advance GDP, Mexico, Q1, 2025

PM Datanote: Advance GDP, Mexico, Q1, 2025

In one line: Agricultural rebound masks broad-based weakness.

Global Datanote: Advance GDP, Mexico, Q1, 2025

Global Datanote: Advance GDP, Mexico, Q1, 2025

In one line: Agricultural rebound masks broad-based weakness.

PM Datanote: US Advance GDP, Q1

PM Datanote: US Advance GDP, Q1

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

Global Datanote: Advance GDP, US, Q1, 2025

Global Datanote: Advance GDP, US, Q1, 2025

In one line: 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.

PM Datanote: GDP, Colombia, Q1, 2025

PM Datanote: GDP, Colombia, Q1, 2025

In one line: Solid start to the year, but risks loom.

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.

PM Datanote: GDP, Chile, Q1, 2025

PM Datanote: GDP, Chile, Q1, 2025

In one line: Q1 growth solid, but momentum set to ease.

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".

PM Datanote: GDP, First Quarter, Brazil, 2025

PM Datanote: GDP, First Quarter, Brazil, 2025

In one line: Boost­ed by agriculture and capex, but momentum set to fade.

EZ Datanote: Factory Orders, Germany, December 2024

EZ Datanote: Factory Orders, Germany, December 2024

In one line: Signs of underlying strength, despite boost from major orders.

EZ Datanote:  Industrial Production, Spain, December 2024

EZ Datanote: Industrial Production, Spain, December 2024

In one line: Snapping back, but strength unlikely to continue.

EZ Datanote: Factory Orders, Germany, January 2025

EZ Datanote: Factory Orders, Germany, January 2025

In one line: Stung by plunge in major orders; core orders should rise in coming months.

EZ Datanote: Industrial Production, Spain January 2025

EZ Datanote: Industrial Production, Spain January 2025

In one line: Further weakness is likely.

EZ Datanote: Industrial production, EZ, January 2025

EZ Datanote: Industrial production, EZ, January 2025

In one line: An increase thanks to German rebound.

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.

 

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