Pantheon Macroeconomics

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Pantheon Publications

Below is a list of our Publications for the last 6 months. If you are looking for reports older than 6 months please email info@pantheonmacro.com, or contact your account rep

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Equities

16 Sept 2021 Less-Grim Political Conditions Support a Modest Equity Rebound

Mexico -- Benign conditions prevail, for now Colombia -- A decent rebound, but risks prevail Peru -- Up, thanks to politics and commodities

Andres Abadia (Senior International Economist)Latin America, Economic Monitor

6 Sept 2021 China's Equity Rebound will Lack Fundamental Drivers

Services PMIs should rebound this month but the trends are concerning... ... Zero-Covid tolerance will keep drivers of above- trend private consumption growth on the...

Freya Beamish (Chief Asia Economist)China+, Economic Monitor, Asia Key Issues

23 Aug 2021 Four Catalysts for Escape from China's Mid-Cycle Weakness

We see four changes in the next few months that will put equities on a firmer footing. Risks to bond yields are to the upside, thanks to the coming slew of local government...

Freya Beamish (Chief Asia Economist)China+, Economic Monitor, Asia Key Issues

29 July 2021 EZ Equity Investors Can't Look to the Macro Data for Help in H2

The macro-fundamentals are starting to turn against equities, but the policy put is alive and well. Even if EZ equity earnings rise by 40% over the next year, as analysts...

Claus Vistesen (Chief Eurozone Economist)Eurozone, Economic Monitor, Eurozone Key Issues

29 June 2021 Who's Afraid of the Taper? Not Many it Seems, for Now

From an immunological perspective, variant risk is assessed on a spectrum--no variant is either completely resistant or susceptible to the vaccines--but for markets it is...

Claus Vistesen (Chief Eurozone Economist)Eurozone, Eurozone Key Issues, Economic Monitor

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