Pantheon Macroeconomics - Pantheon Macroeconomics aims to be the premier provider of unbiased, independent macroeconomic intelligence to financial market professionals around the world.

Search Results: 37
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.

Website Search

Search Results

37 matches for " e.z":

*November 2018 - EZ Economic Chartbook* (Publication Centre)

A Slowing EZ Economy and Treacherous Markets...Neither Probably Will Stop the ECB From Ending QE Next Month

*October 2017 - EZ Economic Chartbook* (Publication Centre)

The Eurozone economy is in rare good form...So what should investors worry about?

*October 2018 - EZ Economic Chartbook* (Publication Centre)

Poor Q3 GDP Data and Volatile BTPS Ahead...But Markets Already Have Priced-In A Lot Of Pain

*November 2017 - EZ Economic Chartbook* (Publication Centre)

Accelerating GDP growth and low inflation...It's the perfect combination, but will it last?

*May 2019 - EZ Economic Chartbook* (Publication Centre)

Markets are still cheering the solid Q1 GDP data...but we are worried about a setback in Q2

*April 2019 - EZ Economic Chartbook* (Publication Centre)

The Bifurcated Eurozone Economy: Manufacturing Is Terrible, But Services Look Decent

*May 2018 - EZ Economic Chartbook* (Publication Centre)

The Eurozone economy is slowing...will the ECB care?

*September 2017 - EZ Economic Chartbook* (Publication Centre)

The EZ Economy has rarely been in better from...but external risks and policy uncertainty loom.

*September 2018 - EZ Economic Chartbook* (Publication Centre)

A Fog of Political and External Risks in the EZ...and Recent Economic Data Have Been Soft Too

15 July. 2016 The EU and Italy Edge Closer to a Deal on the Country's Ailing Banks (Publication Centre)

This weeks' IMF's staff report on the Italian economy has increased the urgency for a compromise between the EU and Italy over the country's suffering banks. The report highlighted that financial sector reform is "critical" to the economy, and that the treatment of the significant portion of retail investors in banks' debt structure should be dealt with "appropriately."

15 September 2016 A Critical 12 Months Ahead for the EU (Publication Centre)

Yesterday's State of the Union address by EC president Jean-Claude Juncker commanded more attention than usual, but contained little news on the key talking points for investors.

14 July. 2016 EZ GDP Growth all but Stalled in Q2, as Domestic Demand Slowed (Publication Centre)

Data yesterday showed that industrial production in the Eurozone stumbled in May. Production fell 1.2% month-to-month, driven by weakness in all major economies and falling output in all sub-industries. The poor headline follows an upwardly revised 1.4% jump in April, which means that production rose marginally in the first two months of the second quarter.

13 July. 2016 German Inflation is Rising, but Will Bund Yields Pay Attention? (Publication Centre)

The final June inflation report from Germany yesterday confirmed that pressures are rising. Inflation rose to 0.3% year-over-year in June, up from 0.1% in May, mainly due to higher energy prices. Household energy prices--utilities--fell 4.9% year-over-year, up from a 5.7% decline in May, while deflation in petrol prices eased to -9.4%, up from -12.1% in May.

11 July. 2016 Net Exports Boosted German GDP Growth in Q2, as Imports Fell (Publication Centre)

The German trade data on Friday completed a poor week for economic reports in the Eurozone's largest economy. The seasonally adjusted trade surplus fell to €22.1B in May, from €24.1B in April, mainly due to a 1.8% month-to-month fall in exports. Imports, on the other hand, were little changed.

12 July. 2016 EZ Credit Markets Are Surging, But Equities Can't Keep Up (Publication Centre)

Eurozone capital markets have been split across the main asset classes this year. Equity investors have had a nightmare. The MSCI EU ex-UK index is down 10.6% year-to-date, a remarkably poor performance given additional QE from the ECB and stable GDP growth. Corporate bonds, on the other hand, are sizzling.

*March 2019 - EZ Economic Chartbook* (Publication Centre)

Glimmers of Hope in the EZ Macro Data...But the Economy is not out of the Woods Yet

*March 2018 - EZ Economic Chartbook* (Publication Centre)

The Eurozone Economy is doing fine...but recent soft data provide a much needed reality check

9 September. 2016 The ECB Underwhelms, But QE Extension is Likely in December (Publication Centre)

Yesterday's ECB policy decision was a carbon copy of the announcement in July. The central bank maintained its key refinancing rate at 0.00%, and also kept its deposit and marginal lending facility rates unchanged at -0.4% and 0.25% respectively. The ECB also kept the pace of QE unchanged at €80B per month. Finally, the central bank refrained from formally extending QE.

*February 2018 - EZ Economic Chartbook* (Publication Centre)

The EZ economy enters 2018 in fine form...but markets are beginning to look tricky

*February 2019 - EZ Economic Chartbook* (Publication Centre)

A Poor Q4 In The EZ, But Not Uniformly Horrible...All Eyes Are Now On The Q1 Numbers For Signs Of A Rebound

*December 2018 - EZ Economic Chartbook* (Publication Centre)

Has Christmas been Cancelled in the EZ Economy?...Both Survey and Hard Data Point to Another Soft Quarter in Q4

*December 2017 - EZ Economic Chartbook* (Publication Centre)

A Christmas present to markets from the ECB...Low core inflation and sizzling GDP growth in 2018

*August 2017 - EZ Economic Chartbook* (Publication Centre)

The EZ economy finally stretches its legs...but it won't sustain Q1 and Q2 momentum for long

*August 2018 - EZ Economic Chartbook* (Publication Centre)

The EZ economic data have stabilised...But what about tail-risks?

*January 2018 - EZ Economic Chartbook* (Publication Centre)

Strong and stable growth in the Eurozone...but now comes the increase in yields and inflation

*January 2019 - EZ Economic Chartbook* (Publication Centre)

The R-Word is Once Again Being Spoken in the EZ...But it Probably Won't be that Bad, at Least not in H1

*June 2018 - EZ Economic Chartbook* (Publication Centre)

A dovish tightening of Monetary Policy...QE will end this year, nut no rate hike in H1 2019

*June 2019 - EZ Economic Chartbook* (Publication Centre)

Mr. Draghi will end his ECB tenure with a rate cut...but the economy probably doesn't need one

5 July. 2016 EZ Manufacturing Will Lose Out if the Brexit Fallout Increases (Publication Centre)

It will take months, and perhaps years, before markets have any clarity on the U.K.'s new relationship with the EU. In the U.K., the main parties remain shell-shocked. Both leading candidates for the Tory leadership, and, hence, the post of Prime Minister, have said that they would wait before triggering Article 50.

*July 2019 - EZ Economic Chartbook* (Publication Centre)

Eurozone GDP growth likely slowed in Q2...teeing up a deposit rate cut in September

6 September. 2016 German Services PMI Taints an Otherwise Strong Day for EZ Data (Publication Centre)

Yesterday's EZ PMI data surprised to the downside. The composite PMI in the euro area dipped to 52.9 in August, from 53.2 in July, below the initial estimate 53.3. The headline was marred by weakness in the German services PMI, which crashed to a 40-month low of 51.7, from 54.4 in July.

*July 2018 - EZ Economic Chartbook* (Publication Centre)

EZ GDP growth is slowing, gently, to 2%...with political uncertainty looming, as ever

22 September 2016 Yield Curve Control Will be Tricky to Implement in the Eurozone (Publication Centre)

We tend to keep a close eye on monetary policy initiatives in Japan, as the BOJ's fight to spur inflation in a rapidly ageing economy resembles the challenge faced by the ECB.

*May 2017 - EZ Economic Chartbook* (Publication Centre)

The Eurozone optimists are out in numbers...But don't expect economic miracles just yet

*Feb 2017 - EZ Economic Chartbook* (Publication Centre)

The EZ Economy is in a good Cyclical Shape.. But Can It Shrug off Political Changes in 2017?

*July 2017 - EZ Economic Chartbook* (Publication Centre)

The Eurozone economy is in fine form...but this is likely as good as it gets

*June 2017 - EZ Economic Chartbook* (Publication Centre)

The Eurozone Economy Is In Fine Form.. But Don't Believe Everything the ECB is Telling You

Consistently Right

Access Key Enabled Navigation

Keywords for: Search Results: 37

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