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

U.K. Webinar - H2, 2018

The MPC won't be passive next year...Brexit permitting... More by Samuel Tombs

Region: U.K.   Publication:  Webinar  Download

U.S. Webinar - H2, 2018

The End is Coming...But When, How, and What Will It Look Like?... More by Ian Shepherdson

Region: U.S.   Publication:  Webinar  Download

Eurozone Webinar - H2, 2018

A familiar sense of crisis in the Eurozone... More by Claus Vistesen

Region: Eurozone   Publication:  Webinar  Download

22 June 2018 Survey Data Suggest that French Manufacturing will Rebound in Q2

Yesterday's barrage of French business sentiment data suggest that confidence in the industrial sector was a little stronger than expected in Q2.... More by Claus Vistesen

Region: Eurozone   Publication:  Monitor Daily  Download

22 June 2018 Asian Data Point to Slowing World Trade Growth this Year

Korean trade activity is slowing.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

22 June 2018 The MPC Glosses Over Weak Data, but Must Confront Reality in August

The MPC was more hawkish than we and most investors expected yesterday. The vote to keep Bank Rate at 0.50% was split 6-3, f ollowing Andy Haldane's decision to join the existing hawks, Ian McCafferty and Michael Saunders.... More by Samuel Tombs

Region: U.K.   Publication:  Monitor Daily  Download

21 June 2018 Business Surveys Set to Suffer from Tariffs, but the Hit will be Uneven

The startling jump in the Philly Fed index in May, when it rose 11.2 points to a 12-month high, seemed at first sight to be a response to fading tensions over global trade.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

21 June 2018 What Does Enhanced Forward Guidance Mean for Bond Yields

Last week's ECB meeting--see here--made it clear that the central bank does not intend to jump the gun on rate hikes next year, even as QE is scheduled to end in Q4 2018.... More by Claus Vistesen

Region: Eurozone   Publication:  Monitor Daily  Download

21 June 2018 As Trade Tensions Mount, will the PBoC Stabilise the RMB Basket

As promised, Mr. Trump retaliated earlier this week against China's weekend retaliation, after his refusal to back down on the initial tariffs on $50B-worth of imports of Chinese goods, on top of the steel and aluminium tariffs first announced back in March.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

21 June 2018 Core Inflation Below 2% Next Year Won't Rule Out Rate Hikes

It is looking increasingly likely that core inflation, which already has fallen to 2.1% in May, from a peak of 2.7% last year, will slip below 2% next year.... More by Samuel Tombs

Region: U.K.   Publication:  Monitor Daily  Download

20 June 2018 Existing Home Sales are Struggling May Activity Likely Dipped

Today brings more housing data, in the form of the May existing home sales numbers.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

20 June 2018 Monetary Policy Divergence Will Boost the EZ Current Account

The Eurozone's current account surplus slipped at the start of Q2, falling to €28.4B in April from an upwardly-revised €32.8B in March.... More by Claus Vistesen

Region: Eurozone   Publication:  Monitor Daily  Download

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