Pantheon Macroeconomics aims to be the premier provider of unbiased, independent macroeconomic intelligence to financial market professionals around the world.
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Your correspondent is headed to the beach for the next couple of weeks, with publication resuming on Tuesday, September 4.... More by Ian Shepherdson
China and the U.S. are officially to restart trade talks, according to China's Ministry of Commerce, after previous negotiations stalled in June.... More by Freya Beamish
The Eurozone's trade surplus remained subdued at the end of the second quarter; it dipped to €16.7B in June from €16.9B in May.... More by Claus Vistesen
Equity prices for U.K. retailers have performed woefully since the E.U. referendum. The FTSE All-Share Index for general retailers has underperformed the overall All-Share Index by nearly 30% since the Brexit vote.... More by Samuel Tombs
Yesterday's wave of data suggested that a good part of the strength in final demand in the second quarter was sustained into the first month of this quarter, and perhaps the second too.... More by Ian Shepherdson
Italy's political leadership faces its first biggest test in autumn, when it has to deliver its first budget.... More by Claus Vistesen
It has been clear for some months now that China's housing market is refusing to quit, and July's data showed the phoenix rising strongly from the ashes.... More by Freya Beamish
CPI inflation is on track to fall back to 2.0% in the winter and below the MPC's target thereafter, despite rising to 2.5% in July, from 2.4% in June.... More by Samuel Tombs
The first wave of domestic third quarter data crashes ashore this morning.... More by Ian Shepherdson
Our view on the trade data last week was that U.S. tariff hikes have caused minimal damage, so far. China's tariff increases on imports to date have resulted in stockpiling, with little evidence in the CPI of any inflationary pressure.... More by Freya Beamish
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