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

17 June 2019 The Presidential Race Starts to Heat up in Argentina Can Macri Win

The presidential election in Argentina is only four months away and the race is heating up.... More by Andres Abadia

Region: Latin America   Publication:  Monitor Daily  Download

17 June 2019 Peak Trade War Might Already be Past, but Strong Nerves Needed

When economic historians look back at the bizarre trade war of 2018-to-19, we think they will see Tuesday June 4 as the turning point, after which the threats of fire and brimstone were taken much less seriously, and markets began to ponder life after tariffs.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Weekly  Download

17 June 2019 The MPC Won't Strike the Dovish Tone Markets Want to Hear

The MPC will have to issue fresh, dovish guidance in order to satisfy markets on Thursday, which now think the Committee is more likely to cut than raise Bank Rate within the next six months.... More by Samuel Tombs

Region: U.K.   Publication:  Monitor Weekly  Download

17 June 2019 China's Economy Faltered in May the New Tariff Hit is yet to Come

China's activity data for May were a mixed bag, but they broadly paint a consistent picture of a slowdown in economic growth from the first quarter.... More by Freya Beamish

Region: Asia   Publication:  Monitor Weekly  Download

17 June 2019 All Hail the Eurozone's Dying Government Bond Markets

The Eurozone's sovereign bond markets are dying, and this is a good thing, by and large.... More by Claus Vistesen

Region: Eurozone   Publication:  Monitor Weekly  Download

LatAm Datanote: Economic Activity Index, Brazil, April

In one line: An ugly start to the second quarter, despite a modest improvement in sectoral data.... More by Andres Abadia

Region: Latin America   Publication:  Datanotes  Download

Asia Datanote: Industrial Production, Retail Sales, FAI, May, China

In one line: Some improvement in retails sales, which now face renewed headwinds; infrastructure growth driver sputters.... More by Freya Beamish

Region: Asia   Publication:  Datanotes  Download

EZ Datanote: Final Inflation, France, May

In one line: Very soft, but services inflation should rebound soon.... More by Claus Vistesen

Region: Eurozone   Publication:  Datanotes  Download

14 June 2019 Retail Sales and IP Both Likely Rebounded in May

The wave of May data due for release today likely will go some way to countering the market narrative of a seriously slowing economy, a story which gained further momentum last week after the release of the May employment report.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

14 June 2019 If the BoK Blinks--and Cuts--it Would be Ignoring Better Data

Korea watchers appear to be hanging on Governor Lee Ju-yeol's every word, searching for any sign that he'll drop his hawkish pursuit of more sustainable household debt levels and prioritise short-term growth concerns.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  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