Pantheon Macroeconomics

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50 items tagged "japan":

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.

EZ Datanote: ISTAT Business Confidence, Italy, September 2025

EZ Datanote: ISTAT Business Confidence, Italy, September 2025

In one line: Consistent with a rebound in GDP in Q3.

EZ Datanote: Industrial Production, Italy, August 2025

EZ Datanote: Industrial Production, Italy, August 2025

In one line: EZ manufacturing fell flat on its face in August.

EZ Datanote: Factory Orders, Germany, September 2025

EZ Datanote: Factory Orders, Germany, September 2025

In one line: A rebound, but what happened to output in September?

EZ Datanote: Industrial Production, France, September 2025

EZ Datanote: Industrial Production, France, September 2025

In one line: Rock-solid, but momentum is now slowing.

CHINA+ DATA WRAP 1 December 2025: China's domestic demand stalling

CHINA+ DATA WRAP 1 December 2025: China's domestic demand stalling

RatingDog PMI stung by waning domestic demand, despite buoyant overseas ordersKorean manufacturing index treading water

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.

EZ Datanote: EC Sentiment, Eurozone, September 2025

EZ Datanote: EC Sentiment, Eurozone, September 2025

In one line: Decent headline, dovish selling price expectations.

EZ Datanote: Retail Sales, Germany, August 2025

EZ Datanote: Retail Sales, Germany, August 2025

In one line: On track for a small decline in Q3. 

EZ Datanote: Construction, Eurozone, August 2025

EZ Datanote: Construction, Eurozone, August 2025

In one line: Significant back revisions mean Q3 was likely better than Q2.

EZ Datanote: INSEE Business Confidence, France, October 2025

EZ Datanote: INSEE Business Confidence, France, October 2025

In one line: Punchy headline, but details remain flaky.

EZ Datanote: GfK Consumer Confidence, Germany, November

EZ Datanote: GfK Consumer Confidence, Germany, November

In one line: Stung by volatility income expectations, again. 

EZ Datanote: ISTAT Business Confidence & ECB CES, Oct/Sep 2025

EZ Datanote: ISTAT Business Confidence & ECB CES, Oct/Sep 2025

In one line: Italian GDP growth will pick up in Q4; Inflation expectations stabilising at a high level.

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.

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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