French Business Survey (Nov) 112 111 111
French Manufacturing PMI (Nov) 57.5 55.9 56.1
French Markit Composite PMI (Nov) 60.1 57.2 57.4
French Services PMI (Nov) 60.2 57.0 57.3
German Composite PMI (Nov) 57.6 56.7 56.6
German Manufacturing PMI (Nov) 62.5 60.4 60.6
German Services PMI (Nov) 54.9 55.0 54.7
molto belli i PMI stime flash di novembre in francia e germania, in particolare la francia stupisce per la sua forza.
si conferma un quarto trimstre forte, che potrebbe ripetere e forse anche battere li GDP Q3. a questo link potete leggere i vari report emessi da Markit, ossia l istituto che elabora questi indici in germania Markit segnala notevoli pressioni sui prezzi, x lo meno a livello delle aziende (input prices).
Elsewhere, November’s survey showed a further intensification of cost pressures facing businesses in Germany, with the rate of input price inflation surpassing the highs seen at the start of the year to reach the strongest since early - 2011.
Manufacturing input prices rose particularly steeply, linked in part to higher demand for raw materials and capacity bottlenecks in supply chains. Lead times on purchased items increased sharply, with the deterioration in vendor performance the greatest in the survey’s history. in francia, che sta crescendo a ritmi straordinari, le tensioni sui prezzi stanno già passando al consumatore. "In response to higher input costs, and buoyed by strong client demand, firms bumped up their average selling prices in November." settimana prossima usciranno i dati CPI europei : mi immagino che in francia si veda questo citato incremento degli average selling prices. | 
