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

18 March 2019 Beware the Easter Effect in EZ Core Inflation in March and April

Data on Friday confirmed that headline inflation in the Eurozone rose a bit last month, to 1.5% from 1.4% in January, but also that the core rate dipped by 0.1 percentage points, to 1.0%.... More by Claus Vistesen

Region: Eurozone   Publication:  Monitor Weekly  Download

15 March 2019 We are Still Looking for the Real German Core CPI Inflation Rate

Inflation data in Germany remain up in the air following recent revisions and restatements of the underlying indices.... More by Claus Vistesen

Region: Eurozone   Publication:  Monitor Daily  Download

14 March 2019 EZ Industrial Production is on Track for a Small Increase in Q1

Yesterday's EZ industrial production data for January confirmed the string of positive advance numbers from most of the individual economies.... More by Claus Vistesen

Region: Eurozone   Publication:  Monitor Daily  Download

13 March 2019 Drawing the Right Conclusion from the ECB's Recent Decisions

Last week's decision by the ECB to keep rates unchanged until the beginning of 2020, at least, raises one overarching question for markets.... More by Claus Vistesen

Region: Eurozone   Publication:  Monitor Daily  Download

12 March 2019 We Need to Talk a Bit about Revisions to German Construction

Yesterday's industrial production numbers in Germany were similar to Friday's confusing new orders data.... More by Claus Vistesen

Region: Eurozone   Publication:  Monitor Daily  Download

11 March 2019 Early Evidence Points to Solid EZ Manufacturing Data in Q1

Friday's manufacturing data in the Eurozone were mixed.... More by Claus Vistesen

Region: Eurozone   Publication:  Monitor Weekly  Download

8 March 2019 Doves on Parade at the ECB No Hikes in 2019, and New TLTROs

Mr. Draghi and his colleagues erred on the side of maximum dovishness yesterday.... More by Claus Vistesen

Region: Eurozone   Publication:  Monitor Daily  Download

6 March 2019 The EZ PMIs Showed Further Signs of Resilience in February

Yesterday's final PMI data for February confirmed the story from the advance reports.... More by Claus Vistesen

Region: Eurozone   Publication:  Monitor Daily  Download

1 March 2019 China's Latest PMIs Give no Reason for Hope Trade Partners Beware

Chinese data still are in the midst of Lunar New Year-related noise, so take February's PMIs with a pinch of salt, even though they ostensibly are adjusted for seasonal effects.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

1 March 2019 Did Core Inflation in the Eurozone Fall Slightly in February

Yesterday's advance CPI data for the major EZ economies suggest that today's report for the euro area as a whole will undershoot the consensus slightly.... More by Claus Vistesen

Region: Eurozone   Publication:  Monitor Daily  Download

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