Pantheon Macroeconomics aims to be the premier provider of unbiased, independent economic intelligence to financial market professionals around the world.
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Friday's final EZ inflation report of 2017 sent a dovish signal to bond markets.... More by Claus Vistesen
We aren't perturbed by the undershoot in December payrolls, relative both to the October and November numbers and all the leading indicators.... More by Ian Shepherdson
The economy slowed less than we expected in 2017.... More by Samuel Tombs
Mexican retail sales jumped 1.0% month-to-month in October, the biggest gain since February, following a poor performance in Q3.... More by Andres Abadia
Politics will be the key factor in LatAm over the coming quarters, as presidential and legislative elections take place throughout the region.... More by Andres Abadia
Japan's trade surplus is set to fall in coming months, as domestic demand remains robust, while recent oil price increases will be a drag, lifting imports.... More by Freya Beamish
Yesterday's final CPI report confirmed that inflation in the euro area increased slightly last month. The headline rate rose to 1.5%, from 1.4% in October, lifted by a 1.7 percentage point increase in energy inflation to 4.9%.... More by Claus Vistesen
The shortfall in nominal wage growth, relative to measures of labor market tightness, remains the single biggest mystery of this business cycle.... More by Ian Shepherdson
The MPC was a little irked by the markets' reaction to its November meeting.... More by Samuel Tombs
Brexit talks have hit an impasse over the Irish border. The Republic of Ireland will veto any deal that creates a hard border with Northern Ireland. This means that Northern Ireland must remain in the EU's customs union.... More by Samuel Tombs
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