Pantheon Macroeconomics

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CNBC - BOJ recognizes that 2 percent inflation target is a long way off:...

CNBC - BOJ recognizes that 2 percent inflation target is a long way off:...

Freya Beamish, chief Asia economist at Pantheon Macroeconomics, analyses the latest monetary policy moves from the Bank of Japan.

CNBC - Fed will hike rates in June, regardless of jobs data

CNBC - Fed will hike rates in June, regardless of jobs data

Ian Shepherdson, chief economist at Pantheon Macroeconomics, speaks about how the U.S. Federal Reserve will react to the latest jobs data.

CNBC - D-Day for Draghi

CNBC - D-Day for Draghi

Ian Shepherdson, Pantheon Macroeconomics, provides insight to the European Central Bank's path and whether to expect Mario Draghi to announce additional stimulus.

BLOOMBERG - ECB "Will have more easing"

BLOOMBERG - ECB "Will have more easing"

Founder and chief U.S. Economist Ian Shepherdson on the U.S. economy and U.K. Inflation

BLOOMBERG - Brexit vote wreaks havoc on U.K. Economy

BLOOMBERG - Brexit vote wreaks havoc on U.K. Economy

Chief U.K. Economist Samuel Tombs on the U.K PMIs

BLOOMBERG - Shepherdson: Lessons Learned on Fiscal Policy, Austerity

BLOOMBERG - Shepherdson: Lessons Learned on Fiscal Policy, Austerity

Founder and chief U.S. Economist Ian Shepherdson on U.S. Fiscal Policy and the upcoming jobs report.

Chief Eurozone Economist Claus Vistesen discussing the latest Eurozone Construction data

Chief Eurozone Economist Claus Vistesen discussing the latest Eurozone Construction data

Chief Eurozone Economist Claus Vistesen discussing the latest Eurozone Construction data

Bloomberg - Shepherdson: Fed at 2% Next Year on Five Rate Hikes

Bloomberg - Shepherdson: Fed at 2% Next Year on Five Rate Hikes

Ian Shepherdson, founder at Pantheon Economics, discusses rising U.S. inflation expectations and his outlook for the Federal Reserve in response to President-Elect Donald Trump's economic plan. He speaks on "Bloomberg Surveillance."

Bloomberg - Ian Shepherdson Sees Trump Confusion on U.S. Dollar

Bloomberg - Ian Shepherdson Sees Trump Confusion on U.S. Dollar

Ian Shepherdson, founder and chief economist at Pantheon Macroeconomics, and Paul De Grauwe, London School of Economics professor and former Belgian MP, talk about confusion surrounding the Trump administration's approach to the U.S. dollar.

Bloomberg - Pantheon Chief Economist Worries Wages May Pressure Fed

Bloomberg - Pantheon Chief Economist Worries Wages May Pressure Fed

Ian Shepherdson, chief economist at Pantheon Macroeconomics, discusses the impact of improving wage growth and inflation on the Federal Reserve ahead of today's February jobs report. He speaks on "Bloomberg Surveillance."

CNBC - March rate hike 'as done as it gets': Ian Shepherdson

CNBC - March rate hike 'as done as it gets': Ian Shepherdson

Ian Shepherdson, chief economist at Pantheon Macroeconomics, discusses the possibility of 4 interest rate hikes in 2017

Bloomberg - Fed May Bring Hot, Volatile Summer, Says Shepherdson

Bloomberg - Fed May Bring Hot, Volatile Summer, Says Shepherdson

Ian Shepherdson, founder at Pantheon Macroeconomics Ltd., discusses the Federal Reserve's rate hike pattern and how it can provide a summer surprise to markets. He speaks with Bloomberg's Mark Barton on "Bloomberg Surveillance."

BBC - Samuel Tombs on the U.K. Growth slowdown

BBC - Samuel Tombs on the U.K. Growth slowdown

Chief U.K. Economist Samuel Tombs Discussing the UK Growth Slowdown

Al Jazeera - EU-Japan free trade

Al Jazeera - EU-Japan free trade

EU-Japan free trade: Japan and the European Union agreed on an outline for a massive trade deal this week that will rival the size of NAFTA, the free trade accord that the United States has with Canada and Mexico, currently the largest one in the world. Claus Vistesen, the chief eurozone economist with Pantheon Macroeconomics, assesses what's in the agreement and why it matters (19mins 10 secs).

Bloomberg - Pantheon's Shepherdson Says Inflation Killed Sep. Hike

Bloomberg - Pantheon's Shepherdson Says Inflation Killed Sep. Hike

Ian Shepherdson, chief economist at Pantheon Macroeconomics, and Krishna Memani, chief investment officer at OppenheimerFunds, discuss the impact of low inflation on the Federal Reserve's rate path.

CNBC - Asset prices 'hugely over-inflated' everywhere

CNBC - Asset prices 'hugely over-inflated' everywhere

Ian Shepherdson, Pantheon Macroeconomics, and Erik Knutzen, Neuberger Berman, provide insight to the markets ahead of the FOMC meeting.

Bloomberg - Shepherdson Concerned About Inflation Risk

Bloomberg - Shepherdson Concerned About Inflation Risk

Ian Shepherdson, Pantheon Macroeconomics founder and chief economist, discusses the outlook for the global economy with Bloomberg's Julie Hyman, Joe Weisenthal and Scarlet Fu on "What'd You Miss?"

CNBC - Approving US fiscal stimulus is completely crazy: Pantheon

CNBC - Approving US fiscal stimulus is completely crazy: Pantheon

Ian Shepherdson, chief economist at Pantheon Macroeconomics, discusses the impact of recent market volatility and fiscal reform in the U.S.

Al Jazeera - Counting the Cost

Al Jazeera - Counting the Cost

Senior International Economist Andres Abadia appeared on "Counting the Cost" to discuss Venezuela's Petro launch (9:15 - 12:00)

CNBC - Fed's Powell 'bullish on growth," says economist

CNBC - Fed's Powell 'bullish on growth," says economist

Ian Shepherdson, Pantheon Macroeconomics founder and chief U.S. economist, provide insight to the broader markets and interest rates ahead of the FOMC meeting.

CNBC - The market doesn't think the Fed will be able to raise rates five times...

CNBC - The market doesn't think the Fed will be able to raise rates five times...

Freya Beamish, chief Asia economist at Pantheon Macroeconomics, analyses the latest monetary policy moves from the Bank of Japan.

Bloomberg - Italy Exiting Eurozone Unlikely at This Point, Shepherdson Says

Bloomberg - Italy Exiting Eurozone Unlikely at This Point, Shepherdson Says

Ian Shepherdson, chief economist at Pantheon Macroeconomics, discusses Italy's budget and deficit and the potential for the nation to leave the Eurozone.

Dukascopy TV - ECB "Will have more easing"

Dukascopy TV - ECB "Will have more easing"

Chief Eurozone Economist Claus Vistesen discussing key current economic issues

BLOOMBERG - Has the Crash in Oil Prices Fueled Consumer Spending?

BLOOMBERG - Has the Crash in Oil Prices Fueled Consumer Spending?

Ian Shepherdson, Pantheon Macroeconomics chief economist, discusses the economic impact of falling oil prices with Bloomberg's Joe Weisenthal and Scarlet Fu

CNBC - Tariffs is the big worry, says Pantheon Macroeconomic's Ian Shepherdson

CNBC - Tariffs is the big worry, says Pantheon Macroeconomic's Ian Shepherdson

Julian Emanuel of BTIG and Ian Shepherdson of Pantheon Macroeconomics joins 'Squawk Box' to discuss markets ahead of the open.

BLOOMBERG - Markets are telling Yellen it's time to move

BLOOMBERG - Markets are telling Yellen it's time to move

Ian Shepherdson, founder at Pantheon Macroeconomics, and Jeff Saut, chief investment strategist at Raymond James, look forward to a potential Federal Reserve rate hike on December 16 and how markets and the U.S. economy may react in the year ahead.

CNBC - Economy and profits are on a silver platter for investors, says pro

CNBC - Economy and profits are on a silver platter for investors, says pro

Ryan Payne, Payne Capital Management president, and Ian Shepherdson, Pantheon Macroeconomics founder and chief U.S. economist, discuss what to expect for the markets and economy after a shaky October.

CNBC - Reading market omens

CNBC - Reading market omens

Ian Shepherdson provides his outlook on the economy and interest rates.

CNBC - When will the BoE raise Interest Rates?

CNBC - When will the BoE raise Interest Rates?

Samuel Tombs on U.K. Inflation and the BoE

CITY A.M. - Brits yank record £4.8bn from banks after Credit Suisse and SVB failures

CITY A.M. - Brits yank record £4.8bn from banks after Credit Suisse and SVB failures

Chief U.K. Economist Samuel Tombs discussing U.K. Household Deposits

Barrons. - U.S. Consumer Inflation Eases But Price Pressures Remain

Barrons. - U.S. Consumer Inflation Eases But Price Pressures Remain

Chief U.S. Economist Ian Shepherdson discussing U.S. Inflation, as it fell slightly in April

New York Times - The Eurozone Slipped Into a Mild Recession Early in the Year

New York Times - The Eurozone Slipped Into a Mild Recession Early in the Year

Chief Eurozone Economist Claus Vistesen discussing the current economic situation in the Eurozone

BBC World News - Coronavirus: Italy lockdown

BBC World News - Coronavirus: Italy lockdown

Cheif Eurozone Economist Claus Vistesen discussing the Coronavirus response in Europe and the upcoming ECB meeting this week

BBC News - Coronavirus Outbreak

BBC News - Coronavirus Outbreak

Chief Asia Economist Freya Beamish discussing the impact of the Coronavirus on the Chinese Economy

BBC - Freya Beamish Discussing US-China Trade Talks

BBC - Freya Beamish Discussing US-China Trade Talks

Freya Beamish, Chief Asia economist at Pantheon Macroeconomics, discussing US-China Trade Talks with Philippa Thomas on BBC World

New York Times - Eurozone Inflation Edges Lower, but Pressure on Prices Continues

New York Times - Eurozone Inflation Edges Lower, but Pressure on Prices Continues

Senior Eurozone Economist Melanie Debono comments on Eurozone Inflation

The Guardian - U.K. credit card borrowing soars to highest monthly level since 2004

The Guardian - U.K. credit card borrowing soars to highest monthly level since 2004

Chief U.K. Economist Samuel Tombs discussing U.K. Household debt

NY Times - November Inflation Report Price Gains Slow More Than Expected

NY Times - November Inflation Report Price Gains Slow More Than Expected

Chief U.S. Economist Ian Shepherdson on November U.S Inflation data

BBC News - Eurozone economy barely growing at all

BBC News - Eurozone economy barely growing at all

Chief Eurozone Economist Claus Vistesen on the Eurozone Economy

Reuters - Drop in business activity flags UK recession risk - flash PMI

Reuters - Drop in business activity flags UK recession risk - flash PMI

Senior U.K. Economist Gabriella Dickens on U.K. PMIs

City A.M. - Pantheon: Investment slump on Bank of England's rate hikes will deepen UK recession

City A.M. - Pantheon: Investment slump on Bank of England's rate hikes will deepen UK recession

Chief U.K. Economist Samuel Tombs discussing U.K. Corporate debt levels & investment

Financial Times - Britain's rail unions warn strikes will last until summer without improved deal

Financial Times - Britain's rail unions warn strikes will last until summer without improved deal

Chief U.K. Economist Samuel Tombs on the impact of strikes on U.K. GDP

Financial Times - Falling French inflation sparks hope of end to Europe's price surge

Financial Times - Falling French inflation sparks hope of end to Europe's price surge

Chief Eurozone Economist Claus Vistesen on European Inflation

UK Datanote: U.K. Labour Market Data, August 2023

UK Datanote: U.K. Labour Market Data, August 2023

In one line: Still more labour market slack than the MPC expected.

China+ Datanote: PBoC Policy Decision, China, February

China+ Datanote: PBoC Policy Decision, China, February

Surprise 25bp cut to five-year LPR unlikely enough to ensure rapid property market rebound; one-year LPR on hold

CHINA+ DATA WRAP 20 February 2024: surprise 25bp five-year LPR cut

CHINA+ DATA WRAP 20 February 2024: surprise 25bp five-year LPR cut

Surprise 25bp cut to five-year LPR unlikely enough to ensure rapid property market rebound; one-year LPR on hold

21 February 2024 China+ Monitor China's big five-year LPR cut signals focus on boosting home demand

21 February 2024 China+ Monitor China's big five-year LPR cut signals focus on boosting home demand

China's big five-year LPR cut signals focus on boosting home demand

22 January 2024 UK Monitor Households' real expenditure to rebound, after a limp end to 2023

22 January 2024 UK Monitor Households' real expenditure to rebound, after a limp end to 2023

Households' real expenditure to rebound, after a limp end to 2023

UK Datanote: U.K. International Trade, February 2024

UK Datanote: U.K. International Trade, February 2024

In one line: Trade deficit little changed in February, but will improve this year.

EZ Datanote: Trade Balance, Eurozone, December 2023

EZ Datanote: Trade Balance, Eurozone, December 2023

In one line: Old news; net trade will be a drag on growth this year.

PM Datanote: GDP, Colombia, Q4, 2023

PM Datanote: GDP, Colombia, Q4, 2023

In one line: A poor end to the year, but the details are less grim than the headline.

Global Datanote: GDP, Colombia, Q4, 2023

Global Datanote: GDP, Colombia, Q4, 2023

In one line: A poor end to the year, but the details are less grim than the headline.

PM Datanote: US New Home Sales, January

PM Datanote: US New Home Sales, January

Sales will creep higher this year

EZ Datanote: Detailed GDP, Eurozone, Q4 2023

EZ Datanote: Detailed GDP, Eurozone, Q4 2023

In one line: GDP went nowhere last year; slowing wage growth supports June ECB rate cut.

China+ Datanote: Exports, China, January-February

China+ Datanote: Exports, China, January-February

In one line: China exports to emerging markets rise strongly in Jan-Feb; the jump in the year-to-date headline was due partly to base effects.

PM Datanote: Industrial Production, Brazil, January, 2024

PM Datanote: Industrial Production, Brazil, January, 2024

In one line: A poor start to the year, but the outlook is improving.

PM Datanote: Retail Sales, Brazil, December, 2023

PM Datanote: Retail Sales, Brazil, December, 2023

In one line: A terrible end to the year, but conditions will likely improve in Q1.

PANTHEON EM ASIA DATA WRAP 12 March 2024

PANTHEON EM ASIA DATA WRAP 12 March 2024

A decent, if quiet, start to the year for Philippine trade

PANTHEON EM ASIA DATA WRAP 21 March 2024

PANTHEON EM ASIA DATA WRAP 21 March 2024

India's manufacturing PMI jumps to a 17-year high, but so what?The rebuild of inflationary pressures in services is becoming harder to ignore

PM Datanote: Retail Sales, Mexico, January, 2024

PM Datanote: Retail Sales, Mexico, January, 2024

In one line: A poor start to the year, but conditions will improve soon.

UK Datanote: U.K. GfK Consumers' Confidence Survey, March 2024

UK Datanote: U.K. GfK Consumers' Confidence Survey, March 2024

In one line: Strengthening finances will drive consumer spending this year.

UK Datanote: U.K. RICS Residential Market Survey, January 2024

UK Datanote: U.K. RICS Residential Market Survey, January 2024

In one line: Further evidence to support our view of a material recovery in house prices this year.

EZ Datanote: Advance GDP, France, Q4

EZ Datanote: Advance GDP, France, Q4

In one line: French GDP went nowhere in H2 last year.

EZ Datanote: Retail Sales, EZ, Dec 2023

EZ Datanote: Retail Sales, EZ, Dec 2023

In one line: EZ retail ends the year on a low note.

EZ Datanote: ISTAT Business Confidence, Italy, January 2024

EZ Datanote: ISTAT Business Confidence, Italy, January 2024

In one line: Sentiment on the up at the turn of the year.

Global Datanote:  Economic activity index, Brazil, February, 2024

Global Datanote: Economic activity index, Brazil, February, 2024

In one line: A solid start to the year, but downside risks are emerging.

PM Datanote: Economic activity index, Brazil, February, 2024

PM Datanote: Economic activity index, Brazil, February, 2024

In one line: A solid start to the year, but downside risks are emerging.

EM Asia Datanote: Trade, India, March

EM Asia Datanote: Trade, India, March

In one line: Little real good news from the smallest deficit in nearly a year.

EZ Datanote: Unemployment, Eurozone, February 2024

EZ Datanote: Unemployment, Eurozone, February 2024

In one line: Staying where it's been for most of the past year.

CHINA+ DATA WRAP 16 OCTOBER 2023: The PBoC keeps the MLF rate on hold for now

CHINA+ DATA WRAP 16 OCTOBER 2023: The PBoC keeps the MLF rate on hold for now

The PBoC keeps the MLF rate on hold for now; a cut is likely by year-end

PM Datanote: U.S. Advance Goods Trade & Orders/Jobless Claims

PM Datanote: U.S. Advance Goods Trade & Orders/Jobless Claims

Core orders nudging up; jobless claims likely will rise further through year-end.

EZ Datanote: ISTAT Business Confidence, Italy, October 2023

EZ Datanote: ISTAT Business Confidence, Italy, October 2023

In one line: Likely recession in Q3 to continue to year-end.

24 January 2024 US Monitor Recovery in housing will partly offset slowing growth in other sectors

24 January 2024 US Monitor Recovery in housing will partly offset slowing growth in other sectors

Recovery in housing will partly offset slowing growth in other sectors

19 March 2024 US Monitor Payroll growth likely slowed in March, but still respectable, for now

19 March 2024 US Monitor Payroll growth likely slowed in March, but still respectable, for now

Payroll growth likely slowed in March, but still respectable, for now

EZ Datanote: Industrial Production, France, November 2023

EZ Datanote: Industrial Production, France, November 2023

In one line: Decent, but production likely fell over Q4 as a whole.

Global Datanote: November CPI & October IP, India

Global Datanote: November CPI & October IP, India

In one line: The worst of the recent food price surge is over; Diwali calendar effects flatter October IP massively.

EM Asia Datanote: November CPI & October IP, India

EM Asia Datanote: November CPI & October IP, India

In one line: The worst of the recent food price surge is over; Diwali calendar effects flatter October IP massively.

EZ Datanote:  Current Account, Eurozone, September 2023

EZ Datanote: Current Account, Eurozone, September 2023

In one line: Solid, but the headline likely will roll over soon.

Bloomberg Surveillance Podcast - February 25th 2020

Bloomberg Surveillance Podcast - February 25th 2020

Ben Laidler, Tower Hudson Research CEO, thinks U.S. equities are in much better shape than many people think they are. Ian Shepherdson, Pantheon Macroeconomics Chief Economist, thinks the Fed could be close to the point of taking action on the coronavirus. Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist, says market uncertainty makes in almost impossible to take a three-year view. Dr. Peter Hotez, Baylor College of Medicine Dean, breaks down the most recent efforts to combat the coronavirus. Kevin Cirilli, Bloomberg Chief Washington Correspondent, says tonight's debate is most critical for Joe Biden.

February 2024 - U.K. Housing Watch

February 2024 - U.K. Housing Watch

PRICES HAVE TURNED A CORNER; EXPECT A 5% RISE IN 2024......AS REAL INCOMES RISE & MORTGAGE RATES EDGE LOWER

Global Datanote: Final Manufacturing PMI, EZ, January 2024

Global Datanote: Final Manufacturing PMI, EZ, January 2024

In one line: Recession in industry appears to have found a floor.

EZ Datanote: Final Manufacturing PMI, EZ, January 2024

EZ Datanote: Final Manufacturing PMI, EZ, January 2024

In one line: Recession in industry appears to have found a floor.

January 2024 - U.K. Housing Watch

January 2024 - U.K. Housing Watch

PRICES HAVE NEARLY STABILISED; EXPECT A 5% RISE IN 2024......AS REAL INCOMES RISE & MORTGAGE RATES KEEP FALLING

PM Datanote: U.S. Producer Prices, November

PM Datanote: U.S. Producer Prices, November

Margins have stopped rising, but yet to start falling, auto dealers excepted.

CHINA+ DATA WRAP 7 DECEMBER 2023: Chinese exports have bottomed out

CHINA+ DATA WRAP 7 DECEMBER 2023: Chinese exports have bottomed out

China's exports have bottomed out but are set for a weak recovery

EZ Datanote: Industrial Production, Eurozone, August 2023

EZ Datanote: Industrial Production, Eurozone, August 2023

In one line: Not enough for output to have avoided a fifth straight quarterly decline.

 

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