Phil Smith
speaker
50 appearances
1 recordings
1 series
first heard Jul 2026
last heard 18 Jul
Phil Smith’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
But that's allowed businesses to be a bit more optimistic about their growth prospects near head.
Near him.
Nevertheless, confidence is still among the weakest we've seen since the pandemic.
In fact, it's only been weaker three times since the pandemic.
So obviously it was weaker the month before in May.
We saw it weaker in April twenty twenty five when we had all the issues and concerns around tariffs and again lower in October twenty two when we're in the middle of that tightening cycle when there was rampant inflation all over the world.
Yeah, thanks.
I've managed to have a sneak peek of this case study pool.
It looks really great.
And one thing that stood out to me was the relationship between the Eurozone PMI and uh Eurozone GDP data that's out there.
So the PMI data up, I think mid Q2 was looking at showing some weakness potentially in the GDP numbers.
Is that still the case?
Yeah, it's interesting that we're seeing that subdued picture in the PMI export data.
Especially when you consider the fact that in some of the official numbers that have come out, now I'm sure as many listeners are aware, some of the official export data have looked pretty punchy of late, actually.
I've seen some pretty strong growth, particularly out of Asian economies in recent months.
And if you look into the detail of these export official export reports, it seems there's a pretty consistent picture of export.
Being driven by semiconductors and other products related to the AI boom, the data center build-out that we're seeing.
And on that topic, it's worth pointing out that with official data, official export data, they are in, or they are reported, I should say, in nominal or value terms.
And what we're seeing is sharp rises in prices of goods related to AI, semiconductors, they are
They're really sharply rising at the moment.
Showing 21–40 of 50 · page 2 of 3
← Previous
Next →