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

Search Results: 34
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

34 matches for " services activity":

25 Mar 2020 EZ Recession Confirmed, but how Long will the Slump Last (Publication Centre)

Yesterday's March PMIs confirmed that governments' actions to contain the Covid-19 outbreak dealt a hammer blow to the economy at the end of Q1.

26 November 2018 An Amber Alert Warning from the Eurozone PMIs in November (Publication Centre)

Friday's economic reports delivered more sobering news for the euro area economy.

27 Jan 2020 The EZ PMIs were Soft in January, but the German Data were Solid (Publication Centre)

Friday's PMI data were a mixed bag.

24 Sept 2020 The EZ Recovery is Now Seriously Threatened by the Virus' Return (Publication Centre)

Yesterday's advance EZ PMI data for September conformed to our expectations.

24 Feb 2020 PMIs Point to Above-Trend Growth, Despite Virus and Weather Headwinds (Publication Centre)

The flash readings of the Markit/CIPS surveys in February provide reassurance that GDP is on track to rebound in Q1, despite disruption to the global economy caused by the COVID-19 outbreak and bad weather in the U.K. this month.

20 Apr 2020 The Lockdowns were the Easy Bit, Now Things get More Difficult (Publication Centre)

As painful as it is, the decision to lock down economies to curb the spread of Covid-19 was easy. The next step, however, is considerably more difficult.

23 Aug 2019 Japan's Services PMI Spike Points to a Punchy Q3... Before Q4 Payback (Publication Centre)

Japan's flash PMI numbers for August were a mixed bag.

27 May 2020 Low Inflation in Brazil, A Surprising Upward Revision to Mexico's GDP (Publication Centre)

Data released yesterday in Brazil support our base case that the IPCA inflation rate will remain relatively stable over the coming months, hovering around 2%.

29 July 2019 Solid External Accounts in Brazil, Mexico Flirting with Recession (Publication Centre)

Brazil's external accounts remain solid, despite the recent modest deterioration, making it easier for the country to withstand external and domestic risks.

7 Nov 2019 A Rare Batch of Good News in the Eurozone Economy (Publication Centre)

Yesterday's economic reports in the Eurozone were mostly positive.

7 Sept 2020 GDP Growth will Slow Sharply as Temporary Supports are Removed (Publication Centre)

Data released during our summer break have strengthened the case for expecting the economic recovery to decelerate sharply in the autumn, well before GDP has returned to pre-Covid levels.

9 July 2020 China's Q2 GDP Bounce was Solid, but Expect a Print Shy of Consensus (Publication Centre)

China's GDP report for the second quarter is due a week from today, and the prevailing wisdom is that the bounce-back was strong enough for headline growth to return to the black.

6 Oct 2020 Mexico's PMIs are Improving, but the Near-Term Outlook Remains Bleak (Publication Centre)

The September PMI surveys in Mexico continue to bolster our argument for a subpar recovery in the second half of the year.

6 July 2020 The EZ PMIs are Still Improving, but that Doesn't Tell us Much (Publication Centre)

Friday's final June PMI data confirmed the survey's recovery through Q2. The composite index edged higher to 48.5, from 31.9 in May, extending its rebound from a low of just 13.6 in April.

4 July 2019 We Know the Names of the EU's New Top Brass, and That's About it (Publication Centre)

Europe's political leaders finally made a breakthrough this week in nominating candidates for the top jobs in the EU.

6 Feb 2020 Suddenly, the Composite PMI in the EZ Rose Slightly in January (Publication Centre)

Yesterday's final PMI data in the Eurozone were better than we expected.

2 Aug 2019 Brazil's Copom Cuts Rates and Hints More Easing is in the Pipeline (Publication Centre)

The Brazilian Central Bank's policy board-- Copom--voted unanimously on Wednesday to cut the Selic rate by 50bp to 6.0%.

19 June 2020 Brazil's BCB is Determined to do Everything Possible to Boost Growth (Publication Centre)

Policymakers in Brazil and Chile took another big step this week in assuring markets that they won't hesitate to act in the fight against the virus.

11 Oct 2019 No Light at the End of the Tunnel for Japan's Capex Slowdown (Publication Centre)

Business investment in Japan took a nasty hit in the third quarter.

1 February 2019 The Mexican Economy Slowed in Q4 Can it Rebound in Q1 (Publication Centre)

Wednesday's first estimate of full-year 2018 GDP in Mexico indicates that growth lost momentum in Q4.

12 April 2018 Q1 Slowdown Leaves a May Rate Hike Hanging in the Balance (Publication Centre)

February's industrial production and construction output data leave us little choice but to revise down our forecast for quarter-on-quarter GDP growth in Q1 to 0.2%, from 0.3% previously.

17 April 2018 Brazil's Economy will Improve in Q2, but it Faces Rising Political Risk (Publication Centre)

Leading indicators and survey data in Brazil still suggest a rebound from the relatively soft GDP growth late last year and in Q1.

18 May 2020 GDP in Brazil and Colombia to Fall Even Further in Q2, Q3 will be Better (Publication Centre)

Data released on Friday confirmed an appalling end to the first quarter for the Brazilian and Colombian economies. In Brazil, the March IBC-Br, a monthly proxy for GDP, plunged 5.9% month-to-month, close to expectations.

17 Jan 2020 Brazil's Black Friday Lifted Sales in November, but Less than Expected (Publication Centre)

Brazil's consumer resilience in Q3 continued to November, but retail sales undershot market expectations, suggesting that the sector is not yet accelerating and that downside risks remain.

04 Mar. 2016 Solid Services Activity Continues to Limit the Slide in the PMIs (Publication Centre)

Yesterday's final February PMI data were slightly stronger than expected, due to upbeat services data. The composite PMI in the Eurozone fell to 53.0, a bit above the initial 52.7 estimate, from 53.6 in January. The PMI likely will dip slightly in Q1 on average, compared to Q4, but it continues to indicate stable GDP growth of about 0.3%-to-0.4% quarter-on-quarter.

24 Sept 2020 Near-Real-Time Data Signal Fading Consumer Services Activity (Publication Centre)

Business surveys released this week suggest the economic recovery decelerated in early September.

5 July 2018 EZ Services Activity is Solid, Despite Slowing a Bit in H1 2018 (Publication Centre)

Headline Eurozone PMI data have declined steadily since the beginning of the year, but the June numbers stopped the rot.

5 Dec 2019 Growth in EZ Services Activity is Slowing, but Not Crashing (Publication Centre)

Yesterday's data showed that the euro area PMIs were a bit stronger than initially estimated in November.

24 Apr 2020 The Perfect Storm for Mexican Retailers and Consumers is Looming (Publication Centre)

The sharp decline in Mexico's leading indicators highlights the dramatic scale of the economic and financial hit from the coronavirus. High frequency data and the PMIs are the first numbers to capture the lockdown, and they signal that the services activity-- the bulk of Mexico's GDP--dropped sharply.

23 Nov. 2015 Domestic Demand Offsets External Woes in Mexico and Colombia (Publication Centre)

Mexico's economy gathered momentum in Q3, thanks mainly to solid gains in industrial and services activity. Real GDP rose 0.8% quarter-on-quarter in Q3, the fastest pace since Q3 2013 and the ninth consecutive increase. Year-over-year growth rose to 2.6% year-over-year, from 2.3% in Q2. In short, a positive report, surprising to the upside, and above the INEGI's advance estimate, released in late October.

6 March 2018 Andean Economies are Improving, but Protectionist Threats Are a Risk (Publication Centre)

Chile's IMACEC economic activity index rose 3.9% year-over-year in January, up from 2.6% in December, and 2.9% on average in Q4, thanks to strong mining output growth and solid commercial, manufacturing and services activity.

ASIAN DATA WRAP 5 Nov 2019 (Publication Centre)

China's meagre cut is not enough. Broad slowdown in Chinese services activity continues. Japan's rate of QE is low but roughly stable.

06 Jan. 2016 Chile's Economic Recovery is Still Fragile And China-Dependent (Publication Centre)

Chile's economic outlook is still clouded, due mostly to the slowdown in China and low copper prices. But the steady, slow increase in the Imacec index, a monthly proxy for GDP, supports our view of a sustained but modest economic recovery this year. The index increased 1.8% year-over-year in November, marginally up from the meagre 1.5% gain in October, but below the 2.2% average seen during Q3 as a whole. November's gain was driven by an increase in services activity, offsetting weakness in mining. Services have been the key engine of growth in the current cycle and likely will remain so in H1.

US Datanote: U.S. ISM Services Survey 2020 (Publication Centre)

In one line: Positive growth, but non-retail services activity is still hugely depressed by Covid.

Consistently Right

Access Key Enabled Navigation

Keywords for: Search Results: 34

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