Pantheon Macroeconomics - Pantheon Macroeconomics aims to be the premier provider of unbiased, independent economic intelligence to financial market professionals around the world.

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Pantheon Macroeconomics aims to be the premier provider of unbiased, independent economic intelligence to financial market professionals around the world.

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Pantheon Publications

U.K. Webinar - Q1, 2018

Will Inflation force the MPC's hand this year?... More by Samuel Tombs

Region: U.K.   Publication:  Webinar  Download

23 January 2018 China's Demand for Foreign Goods Slows as Output Curbs Loosened?

Korean 20-day exports are volatile and often miss the mark with respect to the full-month print. But these data offer the month's first look at Asian trade, and we often find value in these early signs.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

23 January 2018 Why Have Rate Expectations Stopped Driving EURUSD?

In April last year, something odd happened in the FX market.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

23 January 2018 Unemployment in Mexico Close to Cyclical Lows, Despite Rising Risks

High inflation and interest rates, coupled with increasing uncertainty, both economic and political, put Mexican consumption under strain last year.... More by Andres Abadia

Region: Latin America   Publication:  Monitor Daily  Download

23 January 2018 Eurozone Households Enter 2018 With Robust Tailwinds

Today's data likely will show that EZ households' sentiment remained close to a record high at the start of the year.... More by Claus Vistesen

Region: Eurozone   Publication:  Monitor Daily  Download

23 January 2018 Plunging Oil Output Points to Below-Consensus Q4 GDP

We see considerable downside risk to the consensus forecast that GDP increased by 0.4% quarter-on-quarter in Q4, the same as in Q3.... More by Samuel Tombs

Region: U.K.   Publication:  Monitor Daily  Download

22 January 2018 China Growth Met Target Before Q4, Environmental Targets hit in Q4

The China Daily ran an article entitled "Beijing, nation get breath of fresh air" on the day Chinese GDP figures were published last week, underlining where the authorities' priorities now lie.... More by Freya Beamish

Region: Asia   Publication:  Monitor Weekly  Download

22 January 2018 December's Dive in Retail Sales Points to Poor Q4 GDP Prospects

The intensity of the pressure on households' finances was highlighted last week by December's retail sales report, which showed that volumes fell by 1.5% month-to-month, the most since June 2016.... More by Samuel Tombs

Region: U.K.   Publication:  Monitor Weekly  Download

22 January 2018 External Factors for LatAm are Positive, but Vary Across Countries

Recent global developments lead us to intensify our focus on trade in LatAm.... More by Andres Abadia

Region: Latin America   Publication:  Monitor Daily  Download

22 January 2018 Is the EZ's Current Account Surplus Pulling the Euro Up?

The data tell an increasingly convincing story that the Eurozone's external surplus rose further in the second half of last year.... More by Claus Vistesen

Region: Eurozone   Publication:  Monitor Weekly  Download

22 January 2018 The Government Shutdown is Theater, but Could Become a Threat

As we reach our Sunday afternoon deadline, no deal has been reached to re-open the federal government.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Weekly  Download

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