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U.S. 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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U.S. Key Issues

Trade and Taxes are Bifurcating the Economy

29 January 2019 No Trade Data Today, but You Can Assume the Trend is Deteriorating

The advance international trade data for December were due for publication today, but the report probably won't appear.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

15 January 2019 The Trade War is not the Only Factor Hurting Stocks, but it's the Biggest

In our Monitor of January 10, we argued that the market turmoil in Q4 was largely driven by the U.S.- China trade war, and that a resolution--which we expect by the spring, at the latest--would trigger a substantial easing of financial conditions.... More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

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