Pantheon Macroeconomics aims to be the premier provider of unbiased, independent macroeconomic intelligence to financial market professionals around the world.
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Our forecast for LatAm envisions a gradual pickup in growth, following a terrible first half.... More by Abadia Andres
We remain bullish on the near-term outlook for the housing market, but momentum in the mortgage applications numbers has faded a bit in recent weeks.... More by Ian Shepherdson
China's prime loan rates were unchanged for September, as widely expected.... More by Chanco Miguel
A Financial Times report over the weekend--see here--added to the speculation that the ECB is not going to lift the amount of asset purchases pledged under its Pandemic Emergency Purchase Program--PEPP-- anytime soon.... More by Vistesen Claus
Our long-standing forecast for GDP to be about 5% below its pre-Covid level at the end of this year assumes that the government will not need to impose new nationwide restrictions on businesses.... More by Tombs Samuel
In one line: U.S. Hospitalizations still falling, but could start to rise again soon.... More by Ian Shepherdson
China's prime rates are going nowhere; Chuseok effects flatter Korea's 20-day export numbers for September ... More by Chanco Miguel
Too Soon For China To Claim A Full Recovery...A Tough Start For Japan's New Prime Minister...The Recovery In Korean Exports Is Holding Up, Just...Still No Let-Up In India's Covid-19 Outbreak... More by Beamish Freya
In one line: Flattered by Chuseok effects.... More by Ian Shepherdson
In one line: Going nowhere. ... More by Ian Shepherdson
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