Pantheon Macroeconomics
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China's top brass wants more consumption; will they get it?
Brazil's central bank will be cutting rates in H2
Brazil's central bank will be cutting rates in H2
A 50bp rate hike tomorrow and more to come from the ECB
U.S. wage growth is looking less threatening for the Fed
Longer-for-tighter ECB policy will hit EZ GDP growth
Payrolls are slowing, but wage growth is still robust.
How will Germany's yield curve un-invert?
Brazil's political landscape is changing
Here comes another 75bp from the ECB
The U-turns in the U.K. keep coming
The pain in the U.S. housing market continues
Brazil's presidential run-off is too close to call
China's top brass wants more consumption; will they get it?
Brazil's central bank will be cutting rates in H2
Brazil's central bank will be cutting rates in H2
A 50bp rate hike tomorrow and more to come from the ECB
U.S. wage growth is looking less threatening for the Fed
Longer-for-tighter ECB policy will hit EZ GDP growth
Payrolls are slowing, but wage growth is still robust.
How will Germany's yield curve un-invert?
Brazil's political landscape is changing
Here comes another 75bp from the ECB
The U-turns in the U.K. keep coming
The pain in the U.S. housing market continues
Brazil's presidential run-off is too close to call

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence