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

4 June 2019 The Official PMI has it Right Tariff hit has Derailed China's Trade Recovery

The Caixin manufacturing PMI was steady in May, at 50.2, in contrast to the official gauge published on Friday, which dropped to 49.5, from April's 50.2.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

4 June 2019 The Q2 Fall in Manufacturing Output Won't Alter the MPC's Course

The downbeat tone of Markit's May manufacturing survey shouldn't come as a surprise, given the weak global backdrop and the inevitable fading of the boost to output from Brexit preparations.... More by Samuel Tombs

Region: U.K.   Publication:  Monitor Daily  Download

3 June 2019 Trade is Now Trump's Weapon for Everything, but it Shoots Backwards

The chance of a self-inflicted, unnecessary weakening in the economy this year, and perhaps even a recession, has increased markedly in the wake of the president's announcement on Friday that tariffs will be applied to all imports from Mexico, from June 10.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Weekly  Download

3 June 2019 Economic Data Still Don't Warrant the Gilt Market's Gloom

Gilts continued to rally last week, with 10-year yields dropping to their lowest since October 2016, and the gap between two-year and 10-year yields narrowing to the smallest margin since September 2008.... More by Samuel Tombs

Region: U.K.   Publication:  Monitor Weekly  Download

3 June 2019 China's Faltering "Recovery" will Keep its Trade Negotiators Engaged

The sharp fall in China's manufacturing PMI in May makes clear that its recovery is nowhere near secured.... More by Freya Beamish

Region: Asia   Publication:  Monitor Weekly  Download

31 May 2019 Q&A on the Government Takeover of Baoshang Bank

Was this an isolated occurrence, connected to the graft investigation into Chinese billionaire Xiao Jianhua, and his financial conglomerate?... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

31 May 2019 The Economy Won't Be Knocked Off Course by Rising Household Saving

Households' willingness to save a smaller fraction of their incomes goes a long way to explaining why the U.K. economy hasn't lost too much momentum since the Brexit vote.... More by Samuel Tombs

Region: U.K.   Publication:  Monitor Daily  Download

30 May 2019 More Pain Before the Gain Will Markets Force Trump to the Table

The trade war with China is not big enough or bad enough alone to push the U.S. economy into recession.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

30 May 2019 China's Manufacturing PMIs will Give the First Hint of Trade War Hit

China's official manufacturing PMI for May, out tomorrow, will give the first indication of the coming hit from the resumption of its tariff war with the U.S.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

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