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

Search Results: 5
Pantheon Macroeconomics aims to be the premier provider of unbiased, independent macroeconomic intelligence to financial market professionals around the world.

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8 July 2019 No Quick Relief from Food Inflation in Sight for India and China (Publication Centre)

One of the main reasons we expect the Reserve Bank of India to roll back at least one of this year's rate cuts before the end of the year is the likely further rise in food inflation.

3 Sept 2019 If China Doesn't Budge as Tariffs Rise, Mr. Trump will Blink, Eventually (Publication Centre)

After a week--yes, a whole week!--with no significant new developments in the trade war with China--it's worth stepping back and asking a couple of fundamental questions, which might give us some clues as to what will happen over the months ahead.

29 January 2019 External Accounts in Brazil and Mexico are no Threat, For Now (Publication Centre)

Brazil's external accounts were a relatively bright spot last year, once again.

2 October 2018 U.S. Manufacturing Outperforms as the Global Cycle Peaks (Publication Centre)

The inevitable--more or less--correction from August's 14-year high is no big deal.

29 May 2019 Will Consumers Save Less this Year, in Order to Spend More (Publication Centre)

While businesses--and farmers--fret over the damage already wrought by the trade war with China and the further pain to come, consumers are remarkably happy.

Consistently Right

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