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Ian Shepherdson
Ian Shepherdson's mission is to present complex economic ideas in a clear, understandable and actionable manner to financial market professionals. He has worked in and around financial markets for more than 20 years, developing a strong sense for what is important to investors, traders, salespeople and risk managers.
China+ Webinar September 2023 - Are China's New Property Measures Enough?
Are China's New Property Measures Enough?
About Us
Pantheon Macroeconomics aims to be the premier provider of unbiased, independent macroeconomic research to financial market professionals around the world
New York Times - Eurozone Inflation Edges Lower, but Pressure on Prices Continues
Senior Eurozone Economist Melanie Debono comments on Eurozone Inflation
New York Times - The Eurozone Slipped Into a Mild Recession Early in the Year
Chief Eurozone Economist Claus Vistesen discussing the current economic situation in the Eurozone
CHINA+ DATA WRAP 16 NOVEMBER 2023
China's house price fall steepens in October; Japan's export growth eases on softer demand from key markets
CHINA+ WRAP: Caixin PMI still relatively strong; Korean manufacturers buoyed by new product launches, high-end chip exports
Caixin PMI still relatively strong; Korean manufacturers buoyed by new product launches, high-end chip exports
EZ Datanote: Factory Orders, Germany, September 2023
In one line: Headline lifted by large orders, and revisions signal downside risks to the initial Q3 GDP estimate.
EZ Datanote: Factory Orders, Germany, October 2023
In one line: Grim, but the headline was depressed by major orders.
19 December 2023 LatAm Monitor Milei Starts Working Hard; Chile Rejects the New Constitution
Milei Starts Working Hard; Chile Rejects the New Constitution
CHINA+ DATA WRAP 15 March 2024
PBoC stands pat on MLF rate; draining cash from banking system first time since end 2022;China's property market rout continues, with prices falling further
EZ Datanote: Factory Orders, Germany, December 2023
In one line: Boosted by major orders in aircraft; core orders were weak.
7 March 2024 US Monitor Nothing new from Powell, but quits hitting a new low is a good surprise
Nothing new from Powell, but quits hitting a new low is a good surprise
China+ Datanote: Money & Credit, China, February
Fiscal stimulus likely to drive credit demand after the holiday period
EZ Datanote: Construction, Eurozone, September 2023
In one line: Down for the second straight quarter.
PANTHEON EM ASIA DATA WRAP 25 March 2024
Lunar New Year demand boosts headline CPI in Singapore New tariff adjustment mechanism pushes up utilities inflation in Malaysia
China+ Datanote: Money & Credit, China, March
Disappointing credit data point to undercooked domestic demand, despite fiscal stimulus
EZ Datanote: Industrial Production, France, October 2023
In one line: Early days, but it looks like a decline in Q4.
26 October 2023 UK Monitor ONS' New Labour Market Data Methodology Has Many Pitfalls
ONS' New Labour Market Data Methodology Has Many Pitfalls
UK Datanote: U.K. MPC Decision, Minutes & Monetary Policy Report, November
In one line: New forecasts signal no rate cuts in 2024, but the MPC won't be bound by them.
China+ Datanote: Official Manufacturing PMI, China, January
Manufacturing production steams ahead of new orders, as firms restock in anticipation of higher sales
4 December 2023 Emerging Asia Monitor Manufacturing in ASEAN Limping into the New Year
Manufacturing in ASEAN Limping into the New Year
18 December 2023 US Monitor How will the Fed's new 2024-to-26 Forecasts be Wrong?
How will the Fed's new 2024-to-26 Forecasts be Wrong?
PM Datanote: U.S. Weekly Jobless Claims, December 16
Layoffs still very depressed, but people are finding it harder to secure new jobs.
EM Asia Datanote: CPI, Malaysia, November
In one line: A new post-pandemic low, but risks to the outlook from imported inflation increase.
CHINA+ DATA WRAP 12 JANUARY 2024: China's price data indicate still-weak demand
China's price data indicate still-weak domestic demandExports lifted by new markets, autos
6 February 2024 UK Monitor New Labour Force Survey data no hammer blow to rate-cut expectations
New Labour Force Survey data no hammer blow to rate-cut expectations
China+ Datanote: Caixin Manufacturing PMI, China, March
Chinese manufacturing demand improves after the Lunar New Year holiday
27 February 2024 UK Monitor Mortgage Refinancing Headwind to Lessen, Despite the Rise in New Rates
Mortgage Refinancing Headwind to Lessen, Despite the Rise in New Rates
China+ Datanote: Manufacturing PMI, China, February
In one line: China's manufacturing sector treads water during Lunar New Year
4 March 2024 China+ Monitor China's Lunar New Year holiday spending splurge won't last
China's Lunar New Year holiday spending splurge won't last
6 March 2024 Emerging Asia Monitor Singaporean retail sales to pick up in February as New Year effects turn
Singaporean retail sales to pick up in February as New Year effects turn
EM Asia Datanote: CPI, Taiwan, February
In one line: Seasonal impact from the Lunar New Year results in a jump to services inflation.
China+ Datanote: CPI, China, February
In one line: China's consumer price inflation bounces in February, thanks to the timing of the Lunar New Year holiday.
