50 items tagged "japan":
EZ Datanote: Factory Orders, Germany, April 2025
In one line: Surprisingly strong, but the details are volatile.
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
In one line: Q2 was a quarter to forget in French manufacturing; Spain is looking better.
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
In one line: Soaring as transport and refineries kick into gear
EZ Datanote: Industrial Production, Spain, June 2025
In one line: Decent, and Q3 looks set to be good too.
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
In one line: Not as bad as in France, Q3 will still be decent.
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
In one line: EZ manufacturing fell flat on its face in August.
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
In one line: Rock-solid, but momentum is now slowing.
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
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
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
In one line: Another big increase in Spanish GDP.
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
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
In one line: EZ GDP growth slows from tariff front-running boost in Q1.
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
In one line: Q2 slowdown confirmed; industry partly to blame.
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
In one line: Still pointing to downside risks.
EM Asia Datanote: GDP, India, Q2
In one line: Flattered hugely by discrepancies, but some reassuring details nonetheless.
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
In one line: Decent headline, dovish selling price expectations.
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
In one line: Punchy headline, but details remain flaky.
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
In one line: Italian GDP growth will pick up in Q4; Inflation expectations stabilising at a high level.
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
In one line: Disappointing rebound; we don't trust it.
PM Datanote: US Productivity, Q2 2025
Flattered by GDP distortions in Q2, but the underlying trend still is solid.
PANTHEON EM ASIA DATA WRAP 3 November 2025
A deceptively quiet end to Q3 for Indonesian tradeRaising our 2026 average inflation forecast to just over 3%
PANTHEON EM ASIA DATA WRAP 5 November 2025
Indonesia Q3 GDP, ASEAN October Manufacturing PMI, Thailand October CPI, Philippines October CPI
PANTHEON EM ASIA DATA WRAP 6 November 2025
No slow-moving crash, but the honeymoon in Vietnamese exports is clearly overIgnore the softest sales print in a yearOutright transport deflation will return
PANTHEON EM ASIA DATA WRAP 7 November 2025
The Philippines' Q3 GDP was ugly all aroundStill no light at the end of the tunnel in the sales data
PANTHEON EM ASIA DATA WRAP 11 November 2025
Decent, if unspectacular, close to Q3 for Indonesian retail salesSales days and festivals boost Malaysian retail
PANTHEON EM ASIA DATA WRAP 14 November 2025
Upstream price pressures in India remain soft on all fronts
PM Datanote: US NAHB Housing Market Index, November 2025
Dip in mortgage rates providing only a small tailwind.
