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.

Sorry, but our website is best viewed on a device with a screen width greater than 320px. You can contact us at: info@pantheonmacro.com.

Key Issues

U.K. H2 2019 Outlook - A no-deal Brexit remains unlikely - uncertainty alone won't cause the economy to stagnate

Our Brexit base case is that the new Prime Minister will request, and the E.U. will grant, another lengthy extension of the U.K.'s membership in October, thereby perpetuating damaging uncertainty, but avoiding the pain of no-deal.... More by Samuel Tombs

Region: U.K.   Publication:  Monitor Daily  Download

10 June 2019 Don't Expect the MPC to Follow in Other Central Banks' Footsteps

Interest rate expectations continued to fall sharply last week.... More by Samuel Tombs

Region: U.K.   Publication:  Monitor Weekly  Download

10 June 2019 Governor Gang Hints at the Trade War Policy Path

In an interview with Bloomberg on Friday, PBoC Governor Yi Gang hinted at the intended policy if the trade war escalates.... More by Freya Beamish

Region: Asia   Publication:  Monitor Weekly  Download

7 June 2019 Job Gains Likely Slowed Sharply in May, but will Recover

In the wake of Wednesday's ADP report, showing a mere 27K increase in private payrolls, we cut our payroll forecast to 100K.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

7 June 2019 The RBI's Third Rate Cut is Overkill a U-Turn is Likely, Soon

The Monetary Policy Committee of the Reserve Bank of India voted yesterday to cut the benchmark repo rate by a further 25 basis points, to 5.75%, a nine-year low.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

7 June 2019 GDP Likely Fell Again in April, But the Pain Will Be All in Manufacturing

April's GDP report, released on Monday, likely will add fuel to the fire of the re cent sharp decline in interest rate expectations.... More by Samuel Tombs

Region: U.K.   Publication:  Monitor Daily  Download

6 June 2019 Japanese Tax Hike Delay now More Likely, Even with a Q1 GDP Upgrade

We are sticking to our call for a weak first half in Japan, despite likely upgrades to Q1 GDP on Monday.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

6 June 2019 Even GOP Senators have Limits Tariffs on Mexico Cross the Line

The pushback from within the President's own party against the proposed tariffs on Mexican imports has been strong; perhaps strong enough either to prevent the tariffs via Congressional action, or by persuading Mr. Trump that the idea is a losing proposition.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

6 June 2019 The PMIs Still Aren't Weak Enough to Justify Rate Cut Speculation

On the face of it, markets' newfound view that the MPC's next move is more likely to be a rate cut than a hike was supported by May's Markit/CIPS PMIs.... More by Samuel Tombs

Region: U.K.   Publication:  Monitor Daily  Download

5 June 2019 The Fed will Ease if Trade Makes the Sky Fall in Otherwise, Patience

Fed Chair Powell yesterday said about as little as he could without appearing to ignore the turmoil in markets since the President announced his intention to apply tariffs to imports from Mexico: "We are closely monitoring the implications of these developments for the U.S. economic outlook and, as always, we will act as appropriate to sustain the expansion, with a strong labor market and inflation near our symmetric 2 percent objective."... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

Page 1 of 19 (185 Documents)« PreviousNext »

 

Listing View

Grid    List

Document Filters

Filter By Publication Type

Filter By Author/Region

Filter By Date

Filter By Keyword [use '+' for multiple phrases]

Apply Filters
Clear Filters
Apply Filters
Clear Filters
Consistently Right

Access Key Enabled Navigation

Keywords for: Key Issues

pantheon macroeconomics, pantheon, macroeconomic, macroeconomics, independent analysis, independent macroeconomic research, independent, analysis, research, economic intelligence, economy, economic, economics, economists, , Ian Shepherdson, financial market, macro research, independent macro research