Pantheon Macroeconomics

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50 items tagged "japan":

EZ Datanote: State CPIs, Germany, May 2025

EZ Datanote: State CPIs, Germany, May 2025

In one line: Strong, but remember difference in base effects in the CPI and HICP. 

EZ Datanote: Advance Inflation/Consumer Spending, France, June/May 2025

EZ Datanote: Advance Inflation/Consumer Spending, France, June/May 2025

In one line: A slight rebound in inflation and consumers' spending on course for a better Q2 than Q1

EZ Datanote: Inflation, Switzerland, June 2025

EZ Datanote: Inflation, Switzerland, June 2025

In one line: Back above zero, but unlikely to stay there for long.

Global Datanote: Inflation, Switzerland, June 2025

Global Datanote: Inflation, Switzerland, June 2025

In one line: Back above zero, but unlikely to stay there for long.

EZ Datanote: Final Inflation, Germany, June 2025

EZ Datanote: Final Inflation, Germany, June 2025

In one line: At target, and risks tilted to the downside over the summer. 

EZ Datanote: Advance inflation, France, July

EZ Datanote: Advance inflation, France, July

In one line: No change; we still see the EZ HICP at 1.8% y/y.

EZ Datanote: Advance Inflation, Germany, July 2025

EZ Datanote: Advance Inflation, Germany, July 2025

In one line: EZ inflation in July was not the dovish slam dunk we were expecting.

EZ Datanote: Advance Inflation, Eurozone, July 2025

EZ Datanote: Advance Inflation, Eurozone, July 2025

In one line: A blow for ECB doves and September rate cut hopes.

Global Datanote: Advance Inflation, Eurozone, July 2025

Global Datanote: Advance Inflation, Eurozone, July 2025

In one line: A blow for ECB doves and September rate cut hopes.

EZ Datanote:  Inflation, Switzerland, July 2025

EZ Datanote: Inflation, Switzerland, July 2025

In one line: Above consensus; September cut hangs in the balance.

Global Datanote: Inflation, Switzerland, July 2025

Global Datanote: Inflation, Switzerland, July 2025

In one line: Above consensus; September cut hangs in the balance.

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.

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.

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.

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: Retail Sales, Germany, September 2025

EZ Datanote: Retail Sales, Germany, September 2025

In one line: Flat over Q3 as a whole. 

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 3 November 2025

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%

 

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