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

26 Aug 2019 Powell's Speech no Match for the Blizzard of Trump Tweets

After three days of jaw-dropping actions from President Trump, the position seems to be this: The U.S. will apply 15% tariffs on imported Chinese consumer goods, rather than the previously promised 10%, effective in two stages on September 1 and December 15.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Weekly  Download

LatAm Datanote: Final GDP, Mexico, Q2

In one line: Disappointing, and the outlook remains challenging due to high external risks.... More by Andres Abadia

Region: Latin America   Publication:  Datanotes  Download

ASIAN DATA WRAP 23 August 2019

Japan is creeping towards CPI deflation, but it should just about avoid it in Q4.... More by Freya Beamish

Region: Asia   Publication:  Datanotes  Download

23 Aug 2019 Chair Powell will Struggle to Meet Market Expectations Today

It's going to be very hard for Fed Chair Powell's Jackson Hole speech today to satisfy markets, which now expect three further rate cuts by March next year.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

23 Aug 2019 Japan's Services PMI Spike Points to a Punchy Q3... Before Q4 Payback

Japan's flash PMI numbers for August were a mixed bag.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

23 Aug 2019 Further Evidence of Resilience in the Eurozone PMI Data

Yesterday's August PMI data in the euro area ran counter to the otherwise gloomy signals from the ZEW and Sentix investor sentiment indices.... More by Claus Vistesen

Region: Eurozone   Publication:  Monitor Daily  Download

23 Aug 2019 Inflation Stuns to the Downside in Brazil and Mexico Rate Cuts Loom

Inflation pressures in Brazil and Mexico are well under control, with the August mid-month readings falling more than expected, strengthening the case for the BCB and Banxico to cut interest rates in the near term.... More by Andres Abadia

Region: Latin America   Publication:  Monitor Daily  Download

EZ Datanote: Consumer Sentiment, Eurozone, August

No change; overall robust.... More by Claus Vistesen

Region: Eurozone   Publication:  Datanotes  Download

U.S. Datanote: Jobless Claims, August

In one line: Policy uncertainty is not lifting layoffs.... More by Ian Shepherdson

Region: U.S.   Publication:  Datanotes  Download

LatAm Datanote: Inflation IPCA, Brazil, August

In one line: Inflation edged lower in August, leaving the door open for further interest rate cuts.... More by Andres Abadia

Region: Latin America   Publication:  Datanotes  Download

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pantheon macroeconomics, pantheon, macroeconomic, macroeconomics, independent analysis, independent macroeconomic research, independent, analysis, research, economic intelligence, economy, economic, economics, economists, , Ian Shepherdson, financial market, macro research, independent macro research