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

  27 Jan 2020 Who are the Biggest Casualties of China's Travel Curbs

On Friday last week, the Chinese authorities suspended sales of domestic and international tours, in an effort to contain the spread of the coronavirus, which started in Wuhan.... More by Freya Beamish

Region: Asia Publication: Monitor Weekly [Download]

  24 Jan 2020 China's Economy is More Exposed to Deadly Disease now, than in 2003

We can't yet know how bad the spread of the coronavirus from the Chinese city of Wuhan will be.... More by Freya Beamish

Region: Asia Publication: Monitor Daily [Download]

  22 Jan 2020 Don't Set Store by the BoJ's Optimistic GDP Forecast for 2020

The BoJ kept its main policy settings unchanged yesterday, in another 7-to-2 split.... More by Freya Beamish

Region: Asia Publication: Monitor Daily [Download]

  16 Jan 2020 BoJ Likely to Stamp its Approval on the Budget with a GDP Upgrade

The BoJ is likely to be thankful next week for a relatively benign environment in which to conduct its monetary policy meeting.... More by Freya Beamish

Region: Asia Publication: Monitor Daily [Download]

  16 Jan 2020 Early Evidence Points to a further Dip in EZ GDP Growth in Q4

Judging by the solid advance data in the major economies, yesterday's EZ industrial production report should have hit desks with a bang, but it was a whimper in the end.... More by Claus Vistesen

Region: Eurozone Publication: Monitor Daily [Download]

  14 Jan 2020 Inflation in Brazil Ended 2019 Above the BCB's Target - 2020 will be Fine

Inflation in Brazil Ended 2019 Above the BCB's Target; 2020 will be Fine... More by Andres Abadia

Region: Latin America Publication: Monitor Daily [Download]

  13 Jan 2020 Mexico's Weak Economic Activity Will Push Core Inflation Down

Thursday's CPI report in Mexico showed that inflation is edging lower. We are confident that it will continue to fall consistently during Q1, thanks chiefly to the subpar economic recovery, low inertia and the effect of the recent MXN rebound.... More by Andres Abadia

Region: Latin America Publication: Monitor Daily [Download]

  10 Jan 2020 The Outlook for German Q4 GDP is Poor, but also Murkier than Usual

Yesterday's industrial production report in Germany was much better than implied by the poor new orders data--see here--released earlier this week.... More by Claus Vistesen

Region: Eurozone Publication: Monitor Daily [Download]

  8 Jan 2020 Will EZ Inflation be Higher, and Stickier, than Markets Expect

The ink has hardly dried on economists' and the ECB's inflation projections for 2020, but we suspect that some forecasters are already considering ripping up the script.... More by Claus Vistesen

Region: Eurozone Publication: Monitor Daily [Download]

  20 Dec 2019 Next Stop for the BoJ, Increase Flexibility of the Framework

The BoJ held firm, for the most part, during this year's bout of central bank dovishness.... More by Freya Beamish

Region: Asia Publication: Monitor Daily [Download]

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