
net exports
Articles related to net exports


Italian Confidence Indicators Signal Stabilisation but Recovery Remains Fragile
Following a second quarter still heavily impacted by the introduction of new US tariffs, early data for the third quarter points to a very mild improvement, though sectoral contributions remain uneven. Today’s confidence indicators for September appear to support this view

Eurozone Exports Weaken as US Tariffs Bite and Global Demand Softens
The eurozone's trade balance edged up slightly in July, driven mainly by a drop in imports, while exports also declined modestly. Excluding the energy crisis period, this marks one of the smallest trade surpluses in the past decade

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

Italy’s Q2 GDP Confirms Mild Contraction as Exports Weigh, Consumption Lags
The 0.1% GDP contraction was driven by the net exports drag, partially offset by inventories and gross fixed capital formation. Consumption was flat, but could improve a bit over the rest of the year should inflation remain under control, as we believe

France Faces Flat Growth Amid Sector Divergences and Weak Domestic Demand
In August, France’s business climate index remained stuck at 96 for the third consecutive month. While stable, it continues to hover below its long-term average, a sign that the economy is holding its breath rather than gaining momentum

Romanian Economy Shows Resilience: Q3 Growth Revised Upward

Soft Australian 3Q23 GDP and Moody's Negative China Outlook Shape Market Sentiment

German Exports Fall Again, Adding to Economic Woes

Impact of Energy Base Effects: Italian Inflation Plummets to 1.8% in October, Paving the Way for Potential Winter Rebound

India's Robust 2Q23 GDP Growth of 7.8% Signals Economic Strength

Persistent Stagnation: German Economy Confirms Second Quarter Contraction

Romanian GDP Slows Beyond Expectations: Revised Forecast and Economic Outlook

Key Data Releases and Projections for Poland and Hungary: CPI, GDP, and Economic Trends

Italian GDP Contracts in Q2, Posing Disinflation Challenges

Asia Morning Bites: Politburo's Economic Support and Global Market Analysis

Asian Markets Await Detailed Plans After Politburo Pledges Support for China's Economy

Poland's Retail Trade Improves as Goods Inflation Eases: Outlook for 2023

Poland's Current Account Surplus Bolsters GDP Growth with Strong Net Exports

Navigating Finland's path out of recession in 2023

Spanish Inflation: A Closer Look at Headline and Core Rates

Incoming Government Faces Challenges Amid Slowing Spanish Economy

Navigating Headwinds: Outlook for the Finnish Economy

Tapping into Tourism: Spain's Growth Driven by the Tourism Sector

Spanish Elections and Economic Policy: Uncertainty and Growth Outlook

Poland's Economic Outlook: National Bank of Poland Poised for Easing Measures

Italy's Economic Outlook: Consumers Optimistic, Businesses Cautious

Erdogan's Re-election and the Challenges of Economic Rebalancing: A Post-Election Policy Outlook

Navigating Challenges: Serbia's Economic Outlook and Policy Choices

Poland's Fiscal Landscape: Outperforming, but Social Spending Looms

Polish Economy: Slow Recovery Ahead Amid CPI Challenges and Political Uncertainty

Emerging from Recession: Hungary's Path to Recovery and Inflation Normalization

Navigating External Shocks: CEE Economic Activity and Global Trade Dynamics

Navigating Slowdown: Assessing CEE Countries' Potential for Growth Amid Global Trends

Navigating Poland's Economic Recovery: Sluggish 2H23 Growth, CPI Trajectory, and Policy Shifts
