Pantheon Macroeconomics aims to be the premier provider of unbiased, independent macroeconomic intelligence to financial market professionals around the world.
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Yesterday's final EZ CPI data for March confirmed the message from the advance report that inflation pressures eased last month.... More by Claus Vistesen
China's real GDP growth was unchanged at 6.4% year-over-year in Q1, above the consensus for a slowdown to 6.3%.... More by Freya Beamish
China's property market looks to be turning the corner, going by the stronger-than-expected March report.... More by Freya Beamish
Output in EZ construction rebounded sharply in February, erasing a slip at the start of the year.... More by Claus Vistesen
The Bifurcated Eurozone Economy: Manufacturing Is Terrible, But Services Look Decent... More by Claus Vistesen
The big difference in this round of stimulus is in the complete lack of easing on the shadow banking side.... More by Freya Beamish
Equities in the Eurozone are off to a strong start in Q2, building on their punchy 12% gain in the first quarter.... More by Claus Vistesen
In the last two months, we have suggested that monetary conditions have turned the corner, but have cautioned that Lunar New Year distortions make the March data critically important.... More by Freya Beamish
The EU's decision to grant the U.K. an extension under Article 50, until October 31, reveals two key aspects of continental Europe's position on Brexit.... More by Claus Vistesen
The sluggishness of consumers' spending and business investment in the first quarter means that hopes of a headline GDP print close to 2% rely in part on the noisier components of the economy, namely, inventories and foreign trade.... More by Ian Shepherdson
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