Pantheon Macroeconomics - Pantheon Macroeconomics aims to be the premier provider of unbiased, independent macroeconomic intelligence to financial market professionals around the world.

Key Issues
Pantheon Macroeconomics aims to be the premier provider of unbiased, independent macroeconomic intelligence to financial market professionals around the world.

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Key Issues

5 October 2018 EZ Three EZ Data-Points to Watch in Q4

Markets tend to take an eclectic view on macroeconomic data in the Eurozone.... More by Claus Vistesen

Region: Eurozone   Publication:  Monitor Daily  Download

2 October 2018 PMIs Show China is Slowing Risks of a Government Overreaction

China's September PMIs, most of which were released over the weekend, mark out a clear downtrend in activity since late last year.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

1 October 2018 The Current Account Deficit Remains Sterling's Achilles' Heel

The U.K.'s still-large current account deficit makes us nervous that sterling will need to depreciate further over the medium-term and would collapse if Brexit talks fail, causing international investors to take flight.... More by Samuel Tombs

Region: U.K.   Publication:  Monitor Weekly  Download

1 October 2018 Italy's 2019 Budget Plans are Not as Bad as the Market Thinks

Bond investors in Italy voted with their feet on Friday with news that the government has agreed a 2019 budget deficit of 2.4%.... More by Claus Vistesen

Region: Eurozone   Publication:  Monitor Weekly  Download

28 September 2018 Confidence is Starting to Fray as the Brexit Deadline Nears

The persistence of no-deal Brexit risk has taken a toll on confidence across the economy over the last month.... More by Samuel Tombs

Region: U.K.   Publication:  Monitor Daily  Download

27 September 2018 What to Expect From Today's 2019 Budget Headlines in Italy

Today is a busy day in the Eurozone economic calendar, but we suspect that markets mainly will focus on the details of Italy's 2019 budget.... More by Claus Vistesen

Region: Eurozone   Publication:  Monitor Daily  Download

24 September 2018 The Prime Minister has Doubled Down on a Weak Hand

Theresa May doubled down on her Brexit stance last week, despite European Council President Donald Tusk stating clearly that her proposed framework for economic cooperation "will not work" because it risks undermining the single market.... More by Samuel Tombs

Region: U.K.   Publication:  Monitor Weekly  Download

21 September 2018 China's Belt and Road Initiative is Likely to Undergo a Major Rethink

China's once much-talked-about "Belt and Road Initiative" has gradually disappeared from the headlines over the past twelve months.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

19 September 2018 Tariffs Could have been Worse Have we Reached Peak Pain for this Year

Mr. Trump laid out plans yesterday to impose a new 10% tariff on a further $200B-worth of imports from China, to be levied from next week.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

19 September 2018 Italian Budget Math Doesn't Add Up

Bond yields in Italy remain elevated, but volatility has declined recently; two-year yields have halved to 0.7% and 10-year yields have dipped below 3%.... More by Claus Vistesen

Region: Eurozone   Publication:  Monitor Daily  Download

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