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domestic demand
Articles related to domestic demand
China’s Investment Weakens Further as Property Declines Deepen and Industrial Momentum Softens
China's key activity indicators continued to slow across the board in October as policymakers appear to be delaying further policy support. This year's growth target is likely to require minimal additional support to be reached, but supportive policies will be necessary to achieve long-term goals
Romania’s Inflation Holds Steady in October; NBR Rate Cuts Expected in 2026
Romanian Inflation eased marginally in October to 9.8% versus September’s 9.9%. Declines in some food prices provided relief, but services inflation remains tricky. Wage growth slowed to just 4.1% in September, acting as a clear drag on demand. We maintain our year-end inflation forecasts at 9.6% for 2025 and 4.5% for 2026
Philippines Q3 GDP Slows Sharply as Investment and Consumption Weaken
Third-quarter GDP growth disappointed at 4.0% YoY, dragged down by weak investment and softer government spending, while exports provided temporary support. We downgrade our 2025 growth forecast to 4.7% (from 5.2%) as sentiment weakens and tariff headwinds loom, reinforcing our call for a 25bp central bank rate cut in December
Our first look at the next Five-Year Plan shows China staying the course
The communiqué following China's Fourth Plenum has given markets a first look at the priorities for the 15th Five-Year Plan. The key focus for policymakers looks little changed, as modernisation, innovation, self-sufficiency, and boosting domestic demand feature prominently
Poland’s 2Q25 GDP Confirms Solid Growth Amid Services-Led Expansion
Economic growth in Poland remains robust (3.4% year-on-year in 2Q) and is more buoyant than in other countries in Central and Eastern Europe. Industry is facing the same headwinds as CEE peers, and construction is stagnant while services are solidly expanding. Consumption growth should allow for near-4% YoY growth in the second half and 3.5% GDP in 2025
Czech Producer Prices Show Mixed Trends as Food and Agriculture Drive Inflation Risks
The industry's annual price drop deepened in July, marking six consecutive months of negative price trends. Weak demand from key trading partners continues to weigh on prices for capital and intermediate goods, while consumer goods prices are still rising. Strong price activity in food production will further drive up the CPI
Japan's Weak Yen: From Economic Challenge to Strategic Buffer Amid Tariff Uncertainty
Japan: the weak JPY has turned from a problem to a nest egg . The level of JPY weakness has changed from a ‘problem’ to a ‘nest egg’ as the Trump administration’s tariff rate hikes require a buffer. With the buffer of a weaker JPY, the auto industry may be able to continue domestic production without having to raise prices significantly in the US in response to higher tariff rates.
China Trade Disappoints as Moody's Downgrade Weighs on Asia Markets: European and US Markets Show Resilience Amidst Global Economic Concerns
Trend of Improvement: Turkey's Underlying Inflation Holds at 61-62% for Third Consecutive Month
Global Economic Insights: RBA Rate Decision and China Trade Trends
The Dynamics of Hungary's Labour Market Amidst Economic Changes and Inflation
Hungarian Industry: September Surprises with Export-Led Growth, but Domestic Demand Lags
China's Trade Dynamics in October: Surplus Shrinks as Exports Weaken, Import Data Raises Questions
India Anticipates 8% YoY Drop in Sugar Production for 2023/24 Amid Adverse Weather Conditions
Impact of Energy Base Effects: Italian Inflation Plummets to 1.8% in October, Paving the Way for Potential Winter Rebound
Monitoring Hungary: Assessing Economic Trends and Market Dynamics Amid Uncertainty
French GDP Growth Slows Sharply in Q3 Despite Domestic Demand Rebound: A Detailed Analysis and Future Projections
Tight Labour Market Persists in Hungary Despite Economic Challenges
Spanish Economic Slowdown: Analyzing Factors and Projecting Future Challenges
Strong August Labour Report Poses Dilemma for RBA: Will Rates Peak or Continue to Rise?
Hungarian Industrial Production Shows Surprise Uptick in Summer
Middle Distillate Tightness to Persist: Refinery Margins Expected to Remain Volatile and Elevated
Tentative Strength: Australia's 2Q23 GDP Outperforms Expectations
2023 Current Account: Surplus Expected Amid Weakening Economic Activity
Hungary Economic Outlook: Downgraded Full-year Growth Forecast Amidst Recession Concerns
The Indestructible Dollar: A Quiet Start to the Week in FX Markets
Metals Update: SHFE Aluminium Inventories Hit 5-Year Low Amid Optimism in Steel Production and Gold's Bullish Sentiment Grows
Russia Extends Oil Export Curbs: Commodities Update and Natural Gas Inventory Surge
Korean Economic Update: Cloudy Third-Quarter Prospects Amidst Export Challenges and Weakening Domestic Demand
Hungary's Economic Prospects: Emerging from a Prolonged Recession
Central and Eastern Europe Economic Outlook: Divergent Policy Responses Amidst Disappointing Activity
Summer's End: An Anxious Outlook for the Global Economy
French Inflation Surges in August Due to Energy Prices
Impact of Declining Confidence: Italian Business Sentiment in August
National Bank of Hungary's Shift: Moving Away from Autopilot Monetary Policy
Quiet Start for Japanese Yen as USD/JPY Trades Higher
Navigating Change: Implementation and Impact of America's Inflation Reduction Act on the Clean Energy Industry
UK Inflation Expected to Slow Sharply in July: Market Analysis and Insights - August 16, 2023
Hungary's Economic Outlook: Anticipating Positive Second Quarter GDP Growth
China's Deflationary Descent: Implications for Global Markets
Continued Disinflation Trend in Hungary: July Inflation Figures and Prospects
Europe Braces for Lower Open After Strong US Session; China Trade Data Disappoints
Italian GDP Contracts in Q2, Posing Disinflation Challenges
Domestic Demand Collapse Spurs Disinflation Surge: Hungary Economic Update
Hungary's Economy: Disinflation and Technical Recession Impacting Growth Prospects
France Records Surprisingly Strong Q2 Growth on Export Surge, While Domestic Demand Slips
China's Politburo Meeting Sparks Positive Sentiment in Markets and Affects Yuan's Performance
Rising Star: Investing in Turkey
Poland's Current Account Surplus Bolsters GDP Growth with Strong Net Exports
Brent Crude Struggles to Sustain Momentum Above $80 Amid Weaker Chinese Trade Data
Ireland's boom continues for now, but headwinds loom
Belgian Economy Faces Challenges Amidst Uneven Performance
The Service Sector Driving Growth in Italy
French Outlook: Weak Economy Amid Social Tension
Challenges for the Belgian Economy: Mixed Performance and Threats to Competitiveness
Growth Shifts to Services Amid Weakening Industry, Consumption Benefits from Employment and Decelerating Inflation
Challenges Ahead: Tense Social Climate and Weak Outlook for the French Economy
China's Economic Watch: Inflation, Trade, and Geopolitical Developments
Central Bank Policy Meeting in Canada and Inflation Outlook in Czech Republic and Hungary
Hungary's Retail Sales Suffer, Industry Weakness Persists, and Household Purchasing Power Declines
Hungary's Industrial Production Outlook Negative, Agriculture May Be Key to Economic Growth in 2023; Retail Sales Downtrend Continues
Hungarian Industry Reliant on Automotive Sector as Domestic Demand Shrinks
Hungary's Retail Sales and Industrial Output Plunge Amidst Constrained Domestic Demand
Asia's Economic Outlook: Bank of Korea Pauses, India and China Inflation in Focus
Asia's Economic Outlook: Bank of Korea Pauses, India and China Inflation Reports Awaited
Hungary's Economic Outlook: Navigating a Technical Recession and Disinflationary Pressures
Greece's New Democracy Party Secures Absolute Majority, Confronts Geopolitical and Economic Tests
Currency Dynamics: Zloty Recovery and Outlook for €/PLN Exchange Rate! Government Bond Strategy: Resilient POLGBs and Potential Risks in the Long End
Poland's Fiscal Landscape: Outperforming, but Social Spending Looms
Emerging from Recession: Hungary's Path to Recovery and Inflation Normalization
Underwhelming Eurozone Industrial Production in April Raises Concerns for Second Quarter
Navigating Current Account Challenges: Impact of Energy Prices and Tourism Sector on CEE Economies
Hungary's Path to Recovery: Disinflation Process and Export-Driven Growth Point to Optimism
Emerging Signs of Economic Recovery in Central and Eastern Europe: Trade, Energy Prices, and Tourism Point to Optimism"
Surprising Drop: Hungarian Inflation Plunges Beyond Expectations, Prompting Easing Measures
Contrasting Forces at Play: The Struggle of Hungarian Industry in the Face of Weakening Domestic Demand and Uncertain Export Market
Hungarian Retail Sales Continue to Decline, Pointing to Persistent Weakness
