Publications
Pantheon Macroeconomics aims to be the premier provider of unbiased, independent macroeconomic intelligence to financial market professionals around the world.
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We have been asked recently why we rarely talk about the signal from the U.S. money supply numbers, in contrast to the emphasis we give to real M1 growth in our forecasts for economic growth in both the Eurozone and China.... More by Ian Shepherdson
Region: U.S. Publication: Monitor Daily Download
On the face of it, Japanese GDP came thumping home in Q1, rising 0.5% quarter-on-quarter, after the 0.4% increase in Q4.... More by Freya Beamish
Region: Asia Publication: Monitor Daily Download
The Eurozone's external surplus fell further at the end of Q1, and has now fully reversed the jump at the start of the year.... More by Claus Vistesen
Region: Eurozone Publication: Monitor Daily Download
Chile's Q1 GDP report, released yesterday, confirmed that the economy weakened sharply at the beginning of the year, due mainly to temporary shocks, including adverse weather conditions.... More by Andres Abadia
Region: Latin America Publication: Monitor Daily Download
The chances of the first phase of the Brexit saga concluding soon declined sharply last week.... More by Samuel Tombs
Region: U.K. Publication: Monitor Daily Download
In one line: Core inflation will fall back this month; construction jumped in Q1, but a setback looms in Q2.... More by Claus Vistesen
In one line: The consumer is just fine; recent softness in spending is temporary.... More by Ian Shepherdson
Mexico's recent rebound in inflation and a more volatile financial environment, due to increasing global trade tensions, forced Banxico to keep its policy rate unchanged at 8.25% last Thursday.... More by Andres Abadia
Region: Latin America Publication: Monitor Daily Download
We have been puzzled in recent months by the sudden and substantial divergence between the Redbook chainstore sales numbers and the official data.... More by Ian Shepherdson
Region: U.S. Publication: Monitor Weekly Download
We expect April's consumer price figures, due on Wednesday, to show that CPI inflation leapt to 2.3%, from 1.9% in March, exceeding the MPC's 2.2% forecast in the latest Inflation Report.... More by Samuel Tombs
Region: U.K. Publication: Monitor Weekly Download
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