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: firstname.lastname@example.org.
Markets tend to take an eclectic view on macroeconomic data in the Eurozone.... More by Claus Vistesen
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
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
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
The persistence of no-deal Brexit risk has taken a toll on confidence across the economy over the last month.... More by Samuel Tombs
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
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
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
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
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
pantheon macroeconomics, pantheon, macroeconomic, macroeconomics, independent advice, independent analysis, independent macroeconomic researcj, independent, analysis, research, economic intelligence, economy, economic, economics, economists, Dr. Ian Shepherdson, Ian Shepherdson, financial market, financial, market, finance, macro, macro research, independent macro research