Pantheon Macroeconomics aims to be the premier provider of unbiased, independent macroeconomic intelligence to financial market professionals around the world.
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The presidential election in Argentina is only four months away and the race is heating up.... More by Andres Abadia
When economic historians look back at the bizarre trade war of 2018-to-19, we think they will see Tuesday June 4 as the turning point, after which the threats of fire and brimstone were taken much less seriously, and markets began to ponder life after tariffs.... More by Ian Shepherdson
The MPC will have to issue fresh, dovish guidance in order to satisfy markets on Thursday, which now think the Committee is more likely to cut than raise Bank Rate within the next six months.... More by Samuel Tombs
China's activity data for May were a mixed bag, but they broadly paint a consistent picture of a slowdown in economic growth from the first quarter.... More by Freya Beamish
The Eurozone's sovereign bond markets are dying, and this is a good thing, by and large.... More by Claus Vistesen
In one line: An ugly start to the second quarter, despite a modest improvement in sectoral data.... More by Andres Abadia
In one line: Some improvement in retails sales, which now face renewed headwinds; infrastructure growth driver sputters.... More by Freya Beamish
In one line: Very soft, but services inflation should rebound soon.... More by Claus Vistesen
The wave of May data due for release today likely will go some way to countering the market narrative of a seriously slowing economy, a story which gained further momentum last week after the release of the May employment report.... More by Ian Shepherdson
Korea watchers appear to be hanging on Governor Lee Ju-yeol's every word, searching for any sign that he'll drop his hawkish pursuit of more sustainable household debt levels and prioritise short-term growth concerns.... More by Freya Beamish
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