Publications
Pantheon Macroeconomics aims to be the premier provider of unbiased, independent macroeconomic intelligence to financial market professionals around the world.
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Today's November retail sales numbers are something of a wild card, given the absence of reliable indicators of the strength of sales over the Thanksgiving weekend, and the difficulty of seasonally adjusting the data for a holiday which falls on a different date this year.... More by Ian Shepherdson
Region: U.S. Publication: Monitor Daily [Download]
We've been consistent in saying that Japanese capex would roll over this year, after strength in the first three quarters was seen by the authorities and many commentators as a sign of resilience.... More by Freya Beamish
Region: Asia Publication: Monitor Daily [Download]
The ECB and Ms. Lagarde played it safe yesterday.... More by Claus Vistesen
Region: Eurozone Publication: Monitor Daily [Download]
The Brazilian central bank cut its benchmark Selic interest rate by 50bp to 4.50% on Wednesday night.... More by Andres Abadia
Region: Latin America Publication: Monitor Daily [Download]
Next week is so crammed full of data releases that we need to preview November's consumer price data early, in the eye of the storm of the general election.... More by Samuel Tombs
Region: U.K. Publication: Monitor Daily [Download]
In one line: A poor start to the fourth quarter, due to broad-based weakness.... More by Andres Abadia
Region: Latin America Publication: Datanotes [Download]
In one line: The next few months will be better, but Q4 as a whole looks grim.... More by Claus Vistesen
Region: Eurozone Publication: Datanotes [Download]
In one line: Core firmer in both countries, but they're probably now stabilising.... More by Claus Vistesen
Region: Eurozone Publication: Datanotes [Download]
In one line: A bold cut, and further easing in Q1 is live.... More by Andres Abadia
Region: Latin America Publication: Datanotes [Download]
In one line: Consistent with a post-election recovery in activity and prices.... More by Samuel Tombs
Region: U.K. Publication: Datanotes [Download]
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