#OutputGap
📊 Japan's output gap turned positive for the first time in 1.5 years

After 30+ years of deflation, all 4 official exit conditions are now met

Shunto wages up 5.32%, highest since '91. Is Japan escaping the Lost Decades?

#JapanEconomy #Deflation #OutputGap #Shunto #BOJ
March 18, 2026 at 1:30 PM
India’s manufacturing PMI hit a 17-year high in July. But factory output? Just 1.2%.

Why the disconnect? Sentiment vs reality. Read the story of two indicators, different stories. 👇

#PMI #IIP #Manufacturing #OutputGap #IndiaEconomy #FactoryPulse #DataDisconnect
Why Doesn’t India’s Red-Hot Manufacturing Reflect in Industrial Output?
India’s manufacturing PMI is soaring, suggesting robust industrial momentum — but official factory output data tell a more subdued story. What explains this disconnect?
basispointinsight.com
July 25, 2025 at 7:19 AM

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March 18, 2026 at 8:50 AM
that the models have not yet priced in.

#SwissEconomy #OutputGap #SECO
March 18, 2026 at 8:40 AM
anziché l'eccezione. La domanda è se i decisori politici si stiano calibrando per un rallentamento temporaneo—o per qualcosa di più strutturale che i modelli non hanno ancora incorporato.

#SwissEconomy #OutputGap #SECO
March 18, 2026 at 8:42 AM
consenso en lugar de excepción. La pregunta es si los responsables políticos se están calibrando para una desaceleración temporal—o para algo más estructural que los modelos aún no han incorporado.

#SwissEconomy #OutputGap #SECO
March 18, 2026 at 8:42 AM
2 Desjardins: Policymakers will generally look through an #oilpriceshock unless #inflationexpectations become unanchored, underlying #inflation reaccelerates or the #outputgap closes meaningfully. 🧵
#BOC #cdnecon
March 17, 2026 at 4:10 PM