Pantheon Macroeconomics
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50 items tagged "japan":
In one line: Strong, but remember difference in base effects in the CPI and HICP.
In one line: A slight rebound in inflation and consumers' spending on course for a better Q2 than Q1
In one line: Back above zero, but unlikely to stay there for long.
In one line: Back above zero, but unlikely to stay there for long.
In one line: At target, and risks tilted to the downside over the summer.
In one line: No change; we still see the EZ HICP at 1.8% y/y.
In one line: EZ inflation in July was not the dovish slam dunk we were expecting.
In one line: A blow for ECB doves and September rate cut hopes.
In one line: A blow for ECB doves and September rate cut hopes.
In one line: Above consensus; September cut hangs in the balance.
In one line: Above consensus; September cut hangs in the balance.
In one line: Surprisingly strong, but the details are volatile.
In one line: Poor, but falling turnover at odds with the surveys.
In one line: Q2 was a quarter to forget in French manufacturing; Spain is looking better.
In one line: Still improving, and surveys point to a strong finish to Q2.
In one line: Soaring as transport and refineries kick into gear
In one line: Decent, and Q3 looks set to be good too.
In one line: Manufacturing on track to boost growth in Q3.
In one line: Not as bad as in France, Q3 will still be decent.
In one line: Consistent with a rebound in GDP in Q3.
In one line: EZ manufacturing fell flat on its face in August.
In one line: Upturn in money supply continues; Italian GDP on a solid footing in Q1.
In one line: Boosted by investment, which can't be relied upon post-"Liberation Day".
In one line: Temporary slowdown in M1, we hope, resilient IFO and ISTAT surveys.
In one line: Another big increase in Spanish GDP.
In one line: Solid, but not enough to prevent a poor Q2.
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.
In one line: EZ GDP growth slows from tariff front-running boost in Q1.
In one line: Underlying growth has slowed sharply since late 2024.
In one line: Q2 slowdown confirmed; industry partly to blame.
In one line: Germany fared worse than initially expected in Q2.
In one line: Still pointing to downside risks.
In one line: Flattered hugely by discrepancies, but some reassuring details nonetheless.
In one line: A decent start to Q3, but the carry-over is still negative.
In one line: Decent headline, dovish selling price expectations.
In one line: Significant back revisions mean Q3 was likely better than Q2.
In one line: Punchy headline, but details remain flaky.
In one line: Stung by volatility income expectations, again.
In one line: Italian GDP growth will pick up in Q4; Inflation expectations stabilising at a high level.
Flattered by GDP distortions in Q2, but the underlying trend still is solid.
A deceptively quiet end to Q3 for Indonesian tradeRaising our 2026 average inflation forecast to just over 3%

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