Pantheon Macroeconomics
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RatingDog services PMI posts a modest gain, largely reflecting pre-holiday seasonality
Probably providing a false read on services inflation.
In one line: China's RatingDog services PMI lifted by domestic demand on new product launches and innovation
In one line: China's RatingDog services PMI cools on payback effect, wither employment softening
Sentiment rose, despite slowing demand
In one line: Dire straits in manufacturing, but big improvement in services.
In one line: Look past the dissapointing headline, because forward-looking balances improved and price pressures strengthened.
In one line: Strength in manufacturing, but PMIs signal weakness in services.
In one line: Strength in manufacturing, but PMIs signal weakness in services.
In one line: Rebounding growth as uncertainty falls and stubborn price pressures point to just one Bank Rate cut this year.
In one line: Growth rebounded in the new year and price pressures remain strong
Encouraging signs, but an unreliable guide to the hard data.
In one line: Services knocked over amid strength in manufacturing.
Labor demand still trending down, implying March payrolls jump was just a blip.
In one line: Decent, but now signals downside risks relative to official forecasts.
In one line: Decent, but now signals downside risks relative to official forecasts.
In one line: Italian economy starts the year on strong footing.
In one line: Tentative signs of a recovery after the mayhem of 2025.
In one line: Tentative signs of a recovery after the mayhem of 2025.
In one line: A modest rebound, but GDP growth is doing better than implied by the PMIs.
In one line: A modest rebound, but GDP growth is doing better than implied by the PMIs.
In one line: Slight deterioration, but consumers and retailers are upbeat.
In one line: Sentiment edges down, price pressures remain elevated.
In one line: Consistent with a relatively cautious ECB, for now.
In one line: Downside risks are widening.
In one line: Stagflation is back, with a vengeance.
In one line: Stagflation is back, with a vengeance.
In one line: Downside risks are widening.
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China's services firms optimistic despite cooling in demand
In one line: Falling energy and services inflation overpowered by rising inflation in food and core goods.
In one line: Inflation miss too small to stop a March rate cut, but stubborn services inflation means a second cut this year is far from certain.
In one line: Services rebounded, partly offsetting renewed weakness in manufacturing.
In one line: Services rebounded, partly offsetting renewed weakness in manufacturing.
Japan's inflation fell in February, ahead of oil price surge; Services firms' sentiment dives to mid-2020 level
Underlying services inflation sticky heading into the energy shock
China's manufacturing activity resilient, despite jump in energy-related costsChina's services activity unseasonally strong Tokyo inflation softens
CPI review: strong underlying services inflation limits BoE options
In one line: Japan manufacturing boosted by precautionary front-loading amid supply shocks while services slow
In one line: Services flattered by plunge in package holiday inflation.
Core services inflation unlikely to accelerate sharply.
CPI preview 2: slowing to 3.0%, as services inflation drops sharply

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