Pantheon Macroeconomics aims to be the premier provider of unbiased, independent economic intelligence to financial market professionals around the world.
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Will Inflation force the MPC's hand this year?... More by Samuel Tombs
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
In April last year, something odd happened in the FX market.... More by Ian Shepherdson
High inflation and interest rates, coupled with increasing uncertainty, both economic and political, put Mexican consumption under strain last year.... More by Andres Abadia
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
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
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
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
Recent global developments lead us to intensify our focus on trade in LatAm.... More by Andres Abadia
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
As we reach our Sunday afternoon deadline, no deal has been reached to re-open the federal government.... More by Ian Shepherdson
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