Pantheon Macroeconomics
Best viewed on a device with a bigger screen...
50 items tagged "japan":
In one line: China's Q4 current account surplus surges on strong goods exports
Iran war hits China via trade channel, but with limited impact
China's credit data indicates areas of stronger activity
China's trade surplus squeezed by tech-led import surge
All that glitters is not gold: China's flawed Q1 GDP print
China rates steady on NIM pressure; ample liquidity cushioning growth
Q1 industrial profits extend strong gains, led by high-tech and energy
Governor Ueda's attempt to 'thread the needle' leaves currency exposed
China's April manufacturing PMIs hint at front-loading by exporters
In one line: Poor, but still consistent with slightly better growth in Q4.
In one line: Modestly hawkish as selling prices rise and unemployment dips.
In one line: Strong manufacturing, but plunging exports.
In one line: Spanish industry had a solid November.
In one line: Back to growth; reversal of net trade drag a big upside risk to 2026 growth.
In one line: Back to growth; reversal of net trade drag a big upside risk to 2026 growth.
In one line: Easing M1 growth offset by falling inflation, for now.
In one line: The EZ ends 2025 on a high.
In one line: Solid GDP, but risks tilted towards a downward revision later; nothing to see in the labour market.
In one line: The EZ ends 2025 on a high.
In one line: Better than we thought; growth will pick up in Q1.
In one line: Better than we thought; growth will pick up in Q1.
In one line: Things are looking up, aside from a small bump in the road in January.
In one line: Strong momentum in domestic demand, but risks still loom in early 2026.
In one line: Growth will pick up further in 2026.
In one line: New series paints a more stable picture of recent years; 'statistical discrepancies' no longer a bug-bear.
In one line: No help to GDP growth from construction in Q1.
In one line: Stung by falling energy consumption and plunge in construction.
In one line: Beats expectations, but this strength won't last
In one line: Q1 GDP boosted by consumption and net trade; labour market cracking in Q2?
In one line: The energy shock will hurt Italian growth more than other major EZ economies.
In one line: Q1 growth undershoots expectations; labour market holding up, for now.
In one line: Q1 growth undershoots expectations; labour market holding up, for now.
Growth outside of the tech sector already was anemic ahead of the energy shock.
In one line: Under pressure, despite modest manufacturing gains.
In one line: President Boluarte removed; uncertainty persists but economy remains resilient.
In one line: Showing tentative signs of stabilisation, but tight financial conditions remain a drag.
In one line: Loosening credit availability will help growth and falling secured credit defaults point to limited household distress
In one line: Households thought weaker inflation trends would be only temporary, and expectations will jump sharply now energy prices have surged.
In one line: Labour market holds up, but activity is weakening.
ASEAN May Manufacturing PMI, Indonesia May CPI, Indonesia April Trade
War hit to Indonesian retail sales is here, and we've likely not seen the worst of it

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence