{
  "docId": "019dd923-5ca1-7489-b633-40f6d73c4c1b",
  "docSlug": "1053e574c4b7b824",
  "documentTitle": "March Macro Brief Financial fissures emerge",
  "authorId": "Accenture",
  "authorName": "Accenture",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 43,
  "pageCount": 57,
  "prevPage": 42,
  "nextPage": 44,
  "slideType": "data_table",
  "function": "analyze_data",
  "density": "overcrowded",
  "nDataPoints": 3,
  "notes": "The chart highlights the spread between input and output PPI as a proxy for margin absorption or pass-through.",
  "elementsJson": [
    "action_title",
    "subtitle_text",
    "line_chart",
    "callout_box",
    "bullet_list",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5ca1-7489-b633-40f6d73c4c1b/43",
  "deckHref": "/decks/019dd923-5ca1-7489-b633-40f6d73c4c1b",
  "deckJsonHref": "/decks/019dd923-5ca1-7489-b633-40f6d73c4c1b.json",
  "deckAnchorHref": "/decks/019dd923-5ca1-7489-b633-40f6d73c4c1b#slide-43",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "In the US, margins are being restored as intermediate input inflation pressures ease. Euro area companies are also now fully passing on costs, while in the UK, companies are still hesitating to pass on costs in case consumers trade down or stop buying",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd951-9f60-73de-a94b-651c2a3fcc9a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.45,
        "w": 0.95,
        "x": 0.03,
        "y": 0.25
      },
      "kind": "chart",
      "text": "PPI YoY % change for US, Euro area, and UK",
      "attrs": null,
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "654e4d5c-f3a8-4a28-8390-3007bc41526e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.1,
        "x": 0.85,
        "y": 0.22
      },
      "kind": "legend",
      "text": "Output PPI (black), Input PPI (grey)",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "23d95256-700c-4e89-8d41-107626829617",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Output PPI minus Input PPI gap (YoY % points): +6",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd951-9f60-73de-a94b-6af2e8b33b35",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.9,
        "x": 0.03,
        "y": 0.75
      },
      "kind": "paragraph",
      "text": "The gap between cost increases for intermediate inputs (input PPI) and the change in producer selling prices for final goods (output PPI) is an approximate indicator of the extent to which producers have been absorbing their input costs increases",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3e54a2e2-5a6d-4bf3-aa0c-e3ec658e3192",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.9,
        "x": 0.03,
        "y": 0.81
      },
      "kind": "paragraph",
      "text": "In the US, margins are being restored as intermediate input inflation pressures ease. Euro area companies are also now fully passing on costs, while in the UK, companies are still hesitating to pass on costs in case consumers trade down or stop buying",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6024b9a2-96db-46be-b191-22e8c7dce473",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.9,
        "x": 0.03,
        "y": 0.88
      },
      "kind": "source-note",
      "text": "Notes: 1) Figures in bold represent absolute percentage point difference... Sources: BLS, ONS, Eurostat, Accenture Strategy analysis",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "91f78a09-a57a-4186-98f2-38b292d67608",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.4,
        "x": 0.03,
        "y": 0.16
      },
      "kind": "title",
      "text": "Company input cost pass-through trends",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e3852453-8140-4488-aa07-8f066b2b7945",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.75,
        "x": 0.03,
        "y": 0.08
      },
      "kind": "title",
      "text": "US and Euro area companies are increasingly passing on their input costs to consumers, while margin erosion continues in the UK",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ce9455c4-fc07-4129-901e-11df24fb3bf1",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [
    {
      "metricRaw": "Output PPI minus Input PPI gap (YoY % points)",
      "numberRaw": "+6",
      "numberKind": "plain",
      "actionTitle": "US and Euro area companies are increasingly passing on their input costs to consumers, while margin erosion continues in the UK",
      "calloutText": "In the US, margins are being restored as intermediate input inflation pressures ease. Euro area companies are also now fully passing on costs, while in the UK, companies are still hesitating to pass on costs in case consumers trade down or stop buying",
      "numberScale": null,
      "numberValue": 6,
      "metricFamily": "growth_rate",
      "numberCurrency": null
    }
  ],
  "tools": [
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019dd95a-0e0a-742d-9e7f-0524db390d18",
      "evidence": "Title 'US and Euro area companies are increasingly passing on their input costs'.",
      "confidence": 85
    },
    {
      "name": "Annotation",
      "slug": "annotation",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "019dd95a-0e0a-742d-9e7f-086aba5c9ce4",
      "evidence": "Callout names US/Euro/UK pass-through dynamics explicitly.",
      "confidence": 65
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 43,
      "from": 28,
      "beatId": "019dd95a-0680-7418-820d-596bb34c49e6",
      "arcName": "The Onion",
      "arcSlug": "onion",
      "beatName": "Core Insight",
      "beatSlug": "onion-core-insight",
      "evidence": "Consumer, labor and inflation sections expose underlying economic dynamics.",
      "position": 4,
      "confidence": 60,
      "parentBeatName": "Turn",
      "parentBeatSlug": "turn"
    },
    {
      "to": 52,
      "from": 7,
      "beatId": "019dd95a-0680-7418-820d-60c07eb39102",
      "arcName": "The Triple Take",
      "arcSlug": "triple-take",
      "beatName": "The Facts (What)",
      "beatSlug": "triple-take-the-facts-what",
      "evidence": "Bulk of deck is data charts and KPI dashboards across topics.",
      "position": 1,
      "confidence": 55,
      "parentBeatName": "Setup",
      "parentBeatSlug": "setup"
    }
  ],
  "loops": [
    {
      "to": 43,
      "from": 40,
      "name": "Pattern Hunter",
      "slug": "02-pattern-hunter",
      "bestFor": "Time-pressed audiences, building consensus, when data is strong",
      "matchId": "019dd95a-07fe-70ce-8d37-86526038a989",
      "evidence": "p40 global inflation, p41 components, p42 input cost drivers, p43 pass-through pattern.",
      "position": 8,
      "objective": "Stack inflation evidence across regions and drivers",
      "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion",
      "confidence": 65,
      "description": "Group multiple pieces of evidence that together point to a pattern or conclusion"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}