Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

50 items tagged "japan":

PM Datanote: Current Account, China, Q4 (Preliminary)

PM Datanote: Current Account, China, Q4 (Preliminary)

In one line: China's Q4 current account surplus surges on strong goods exports

9 April 2026 China+ Monitor Iran war hits China via trade channel, but with limited impact

9 April 2026 China+ Monitor Iran war hits China via trade channel, but with limited impact

Iran war hits China via trade channel, but with limited impact

17 April 2026 China+ Monitor All that glitters is not gold: China's flawed Q1 GDP print

17 April 2026 China+ Monitor All that glitters is not gold: China's flawed Q1 GDP print

All that glitters is not gold: China's flawed Q1 GDP print

21 April 2026 China+ Monitor China rates steady on NIM pressure; ample liquidity cushioning growth

21 April 2026 China+ Monitor China rates steady on NIM pressure; ample liquidity cushioning growth

China rates steady on NIM pressure; ample liquidity cushioning growth

28 April 2026 China+ Monitor Q1 industrial profits extend strong gains, led by high-tech and energy

28 April 2026 China+ Monitor Q1 industrial profits extend strong gains, led by high-tech and energy

Q1 industrial profits extend strong gains, led by high-tech and energy

29 April 2026 China+ Monitor Governor Ueda's attempt to 'thread the needle' leaves currency exposed

29 April 2026 China+ Monitor Governor Ueda's attempt to 'thread the needle' leaves currency exposed

Governor Ueda's attempt to 'thread the needle' leaves currency exposed

1 May 2026 China+ Monitor China's April manufacturing PMIs hint at front-loading by exporters

1 May 2026 China+ Monitor China's April manufacturing PMIs hint at front-loading by exporters

China's April manufacturing PMIs hint at front-loading by exporters

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: ESI and Unemployment, Eurozone, Dec/Nov 2025

EZ Datanote: ESI and Unemployment, Eurozone, Dec/Nov 2025

In one line: Modestly hawkish as selling prices rise and unemployment dips.

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, 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: 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.

EZ Datanote: Detailed Q4 GDP & GfK Consumer Confidence, Germany

EZ Datanote: Detailed Q4 GDP & GfK Consumer Confidence, Germany

In one line: Strong momentum in domestic demand, but risks still loom in early 2026.

EZ Datanote: Detailed GDP, Switzerland, Q4 2025

EZ Datanote: Detailed GDP, Switzerland, Q4 2025

In one line: Growth will pick up further in 2026.

Global Datanote: Detailed GDP, Switzerland, Q4 2025

Global Datanote: Detailed GDP, Switzerland, Q4 2025

In one line: Growth will pick up further in 2026.

EM Asia Datanote: GDP, India, Q4

EM Asia Datanote: GDP, India, Q4

In one line: New series paints a more stable picture of recent years; 'statistical discrepancies' no longer a bug-bear.

EZ Datanote: Detailed GDP, Italy, Q4 2025

EZ Datanote: Detailed GDP, Italy, Q4 2025

In one line: Surge in investment boosted Q4 growth.

EZ Datanote: Construction, Eurozone, January 2026

EZ Datanote: Construction, Eurozone, January 2026

In one line: No help to GDP growth from construction in Q1.

EM Asia Datanote: GDP, Taiwan, Q1

EM Asia Datanote: GDP, Taiwan, Q1

In one line: Smashing expectations, again.

EZ Datanote: Advance GDP, France, Q1 2026

EZ Datanote: Advance GDP, France, Q1 2026

In one line: Stung by falling energy consumption and plunge in construction.

EZ Datanote: Advance GDP, Spain, Q1 2026

EZ Datanote: Advance GDP, Spain, Q1 2026

In one line: Beats expectations, but this strength won't last

EZ Datanote: Advance Q1 GDP & April Unemployment, Germany

EZ Datanote: Advance Q1 GDP & April Unemployment, Germany

In one line: Q1 GDP boosted by consumption and net trade; labour market cracking in Q2?

EZ Datanote: Advance Q1 GDP, Italy, Q1 2026

EZ Datanote: Advance Q1 GDP, Italy, Q1 2026

In one line: The energy shock will hurt Italian growth more than other major EZ economies.

EZ Datanote: Advance GDP & Unemployment, Eurozone, Q1/March 2026

EZ Datanote: Advance GDP & Unemployment, Eurozone, Q1/March 2026

In one line: Q1 growth undershoots expectations; labour market holding up, for now.

Global Datanote: Advance GDP & Unemployment, Eurozone, Q1/March 2026

Global Datanote: Advance GDP & Unemployment, Eurozone, Q1/March 2026

In one line: Q1 growth undershoots expectations; labour market holding up, for now.

PM Datanote: US Advance GDP, Q1

PM Datanote: US Advance GDP, Q1

Growth outside of the tech sector already was anemic ahead of the energy shock.

PM Datanote: Industrial Production, Mexico, August, 2025

PM Datanote: Industrial Production, Mexico, August, 2025

In one line: Under pressure, despite modest manufacturing gains.

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: Retail Sales, Brazil, August, 2025

PM Datanote: Retail Sales, Brazil, August, 2025

In one line: Showing tentative signs of stabilisation, but tight financial conditions remain a drag.

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

UK Datanote: UK Bank of England Inflation Attitudes Survey, Q1 2026

UK Datanote: UK Bank of England Inflation Attitudes Survey, Q1 2026

In one line: Households thought weaker inflation trends would be only temporary, and expectations will jump sharply now energy prices have surged.

PM Datanote:  Unemployment and Economic activity index, Mexico, Mar/Feb, 2026

PM Datanote: Unemployment and Economic activity index, Mexico, Mar/Feb, 2026

In one line: Labour market holds up, but activity is weakening.

PANTHEON EM ASIA DATA WRAP 2 June 2026

PANTHEON EM ASIA DATA WRAP 2 June 2026

ASEAN May Manufacturing PMI, Indonesia May CPI, Indonesia April Trade

PANTHEON EM ASIA DATA WRAP 3 June 2026

PANTHEON EM ASIA DATA WRAP 3 June 2026

Vietnam May Trade, Vietnam May Retail Sales, Vietnam May CPI

PANTHEON EM ASIA DATA WRAP 11 June 2026

PANTHEON EM ASIA DATA WRAP 11 June 2026

War hit to Indonesian retail sales is here, and we've likely not seen the worst of it

PANTHEON EM ASIA DATA WRAP 12 June 2026

PANTHEON EM ASIA DATA WRAP 12 June 2026

Malaysian spending feels the impact of the Middle East shock

 

Sign up for your complimentary trial

To start your complimentary trial, highlight the areas you are interested in subscribing to and click next.

United States

Eurozone

United Kingdom

China +

Emerging Asia

Latin America

Next

 
Consistently Right
Access Key Enabled Navigation
Keywords for: Search

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