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

Independent Incisive Illuminating

Skip to Main Content

Website Search Results

Does your search relate to our macroeconomic publications?
If so, you can use the advanced filters to the right to refine your search.

6 matches for " household debt":

27 April 2017 How Much Further Can Mortgage Rates Fall? (My Publications)

Growth in households' disposable incomes has been supported in recent years by falling debt servicing costs. The proportion of households' incomes absorbed by interest payments fell to a record low of 4.5% in Q4 last year, down from 4.7% a year ago and a peak of 10% in 2008.

3 July 2017 China's Industrial Complex still Strong in Q2, H2 in Draghi's Hands (My Publications)

We expect China's quarterly real GDP growth in the second quarter to edge down from Q1, but only because Q1 growth was unsustainable. The official data shows real GDP growth at 1.3% quarter-onquarter in Q1.

19 August. 2016 The Consumer Bubble Will Pop Around the Year-End (My Publications)

It would be a serious mistake to conclude from July's retail sales figures that consumers' spending will be immune to the fallout of the Brexit vote. Households have yet to endure the hiring freeze and pay squeeze indicated by surveys of employers, or the price surge signalled by sterling's sharp depreciation. The real test for consumers' spending lies ahead.

14 December 2016 Brazil Consumption Under Strain in Early Q4, but it Will Improve, Soon (My Publications)

Brazil's consumer recession seems never-ending. Retail sales fell 0.8% month-to-month in October, pushing the headline year-over-year rate down to -8.2% in October, from -5.7% in September. Recent financial market volatility, credit restrictions and the ongoing deterioration of the labour market continue to hurt consumers.

13 June 2017 Debt-Fuelled Korean Consumption is at Risk as Rates Rise (My Publications)

When Park Geun-hye came to power in Korea 2013, it was to cheers of "economic democratisation". At the time, I wrote a report with a list of reforms that would be needed for Korea to "economically democratise".

3 July. 2015 Surprising But Not Sustainable Jump in Brazil's Industrial Output (My Publications)

The second quarter is over but it is too early to give a reliable forecast of the pace of Brazilian GDP growth. However, an array of leading and coincident indicators points to a steep contraction in Q2 and a bleak second half of the year. Unemployment is leaping higher, along with inflation and household debt, and the ongoing monetary and fiscal tightening will further hurt the real economy ahead.

Access Key Enabled Navigation

Keywords for: Search Results: 6

pantheon macroeconomics, pantheon, macroeconomic, macroeconomics, independent advice, independent analysis, advisors, advisers, advisor, advice, independent, analysis, research, economic intelligence, economy, economic, economics, economists, Dr. Ian Shepherdson, Ian Shepherdson, financial market, financial, market, finance