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

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

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Pantheon Publications

18 April 2019 The March Dip in the Core EZ CPI is Old News It will Jump in April

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

Region: Eurozone   Publication:  Monitor Daily  Download

18 April 2019 China can only Disappoint in Q2, after March and Q1 Data

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

Region: Asia   Publication:  Monitor Daily  Download

17 April 2019 Households are Primed for a Housing Upturn, but not Developers

China's property market looks to be turning the corner, going by the stronger-than-expected March report.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

17 April 2019 Construction Output in the Eurozone Likely Accelerated in Q1

Output in EZ construction rebounded sharply in February, erasing a slip at the start of the year.... More by Claus Vistesen

Region: Eurozone   Publication:  Monitor Daily  Download

*April 2019 - EZ Economic Chartbook*

The Bifurcated Eurozone Economy: Manufacturing Is Terrible, But Services Look Decent... More by Claus Vistesen

Region: Eurozone   Publication:  Chartbook  Download

16 April 2019 The Big Difference in this Round of China Stimulus is in the Shadows

The big difference in this round of stimulus is in the complete lack of easing on the shadow banking side.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

16 April 2019 Enjoy it While it Lasts EZ Equity Multiples Won't Rise Forever

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

Region: Eurozone   Publication:  Monitor Daily  Download

15 April 2019 And Breathe Chinese Monetary Conditions are Loosening

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

Region: Asia   Publication:  Monitor Weekly  Download

15 April 2019 What Does the Art 50 Extension Say About the EU's Brexit View

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

Region: Eurozone   Publication:  Monitor Weekly  Download

12 April 2019 Foreign Trade Ought to Offset Weak Q1 Domestic Demand, in Part

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

Region: U.S.   Publication:  Monitor Daily  Download

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