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

  3 Sept 2019 Don't Rely on the Manufacturing PMI for an Accurate Read in Q3

The fall in the Markit/CIPS manufacturing PMI to 47.4 in August--its lowest level since July 2012--from 48.0 in July suggests that pre-Brexit stockpiling isn't countering the hit to demand from Brexit uncertainty and the global industrial slowdown.... More by Samuel Tombs

Region: U.K.   Publication:  Monitor Daily  Download

  2 Sept 2019 Anti No-Deal MPs Likely will Prevail, Though the Timing is Tight this Week

We still think it is a question of when--not if-- MPs will be successful in taking a no -deal Brexit off the table.... More by Samuel Tombs

Region: U.K.   Publication:  Monitor Weekly  Download

  16 Aug 2019 Consumers Aren't Going to Blink as the Brexit Deadline Nears

July's retail sales figures--the first official data for Q3--provided a reassuring signal that consumers can be counted on to drive the economy as the Brexit deadline nears.... More by Samuel Tombs

Region: U.K.   Publication:  Monitor Daily  Download

  14 Aug 2019 Labour Market Data Point to Higher Rates if a No-Deal Brexit is Averted

Another month, another strong set of labour market data which undermine the case for the MPC to cut Bank Rate, provided a no-deal Brexit is avoided.... More by Samuel Tombs

Region: U.K.   Publication:  Monitor Daily  Download

  12 Aug 2019 Q2's GDP Drop is an Inventory-Driven Blip, Growth will Spring Back in Q3

Q2's GDP figures create a terrible first impression, but a closer look suggests that the risk of a recession remains very low.... More by Samuel Tombs

Region: U.K.   Publication:  Monitor Weekly  Download

  29 July 2019 The MPC Won't Provide Meaningful Policy Signals this Side of Brexit

The MPC won't seek to make waves on Thursday. ... More by Samuel Tombs

Region: U.K.   Publication:  Monitor Weekly  Download

  26 July 2019 A Guide to Gauging How Much No- Deal Brexit Risk is Priced-in

In our view, the chances of a no-deal Brexit on October 31 have not surged just because Boris Johnson has become Prime Minister and is gesticulating wildly at the Despatch Box.... More by Samuel Tombs

Region: U.K.   Publication:  Monitor Daily  Download

  25 July 2019 Grim Manufacturing Data Confirm Investors' Priors in the EZ

Broadly speaking, yesterday's headline EZ survey data recounted the same story they've told all year; namely that manufacturing is suffering amid resilience in services.... More by Claus Vistesen

Region: Eurozone   Publication:  Monitor Daily  Download

  17 July 2019 Net Trade will Decide the Fortunes of the EZ Economy Through 2021

The outlook for growth in the EZ economy is currently both stable and relatively uncomplicated, at least based on the most widely-watched leading indicators.... More by Claus Vistesen

Region: Eurozone   Publication:  Monitor Daily  Download

  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

Page 2 of 19 (186 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