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Pantheon Macroeconomics aims to be the premier provider of unbiased, independent macroeconomic intelligence to financial market professionals around the world.
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The Economic Slowdown in the EZ: Temporary or Something More Sinister?... More by Claus Vistesen
Glimmers of Hope in the EZ Macro Data...But the Economy is not out of the Woods Yet... More by Claus Vistesen
Following our note yesterday about upside risks to wage growth and the question of how the Fed will respond, given their sensitivity to labor cost-push inflation risk in the past, we want to address a question raised by readers.... More by Ian Shepherdson
Region: U.S. Publication: Monitor Daily Download
Japan's adjusted trade balance flipped back to a modest surplus of ¥116B in February, after seven straight months of deficit.... More by Freya Beamish
Region: Asia Publication: Monitor Daily Download
Yesterday's sole economic report showed that the EZ trade surplus rebounded slightly at the start of the year, rising to €17.0B in January, from a revised €16.0B in February, lifted by a 0.8% increase in exports, which offset a 0.3% rise in imports.... More by Claus Vistesen
Region: Eurozone Publication: Monitor Daily Download
Chile's Q4 GDP report, released yesterday, confirmed that the economy accelerated at the end of last year, supported by rising capex and solid consumption.... More by Andres Abadia
Region: Latin America Publication: Monitor Daily Download
We doubt that this week will see the MPC joining the list of other major central banks that have abandoned plans to raise interest rates this year.... More by Samuel Tombs
Region: U.K. Publication: Monitor Weekly Download
Hard data on Mexico's industrial sector for the last couple of months have highlighted major divergences across sectors.... More by Andres Abadia
Region: Latin America Publication: Monitor Daily Download
The rate of growth of wages has been the single best guide to Fed policy for many years.... More by Ian Shepherdson
Region: U.S. Publication: Monitor Weekly Download
While Brexit news will dominate the headlines again--see here for why the odds remain against Mrs. May winning the third "meaningful vote"--February's consumer prices report is the highlight in this week's congested economic data calendar.... More by Samuel Tombs
Region: U.K. Publication: Monitor Weekly Download
Japan's inflation target came under heavy fire yesterday, as Finance Minister Taro Aso suggested that "things will go wrong if you focus too much on 2%."... More by Freya Beamish
Region: Asia Publication: Monitor Weekly Download
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