Pantheon Macroeconomics

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Global Publications

Below is a full list of our Global Publications.

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Global Datanote: Consumer Confidence, Eurozone, January 2021

In one line: Still going nowhere, and that won't change anytime soon.

Ian Shepherdson (Chief Economist and Founder)21st Jan 2021 09:45Global

Global Datanote: ECB Press Conference, January 2021

In one line: The ECB will be flexible with PEPP purchases.

Ian Shepherdson (Chief Economist and Founder)21st Jan 2021 08:48Global

Global Datanote: ECB Rate Decision, January 2021

In one line: First clear indication that the ECB might not deploy the PEPP in full. Will markets challenge this?

Ian Shepherdson (Chief Economist and Founder)21st Jan 2021 08:00Global

Global Datanote: Monetary policy meeting, Brazil January 2021

In one line: The forward guidance has been removed, but it will be some before rates are increased.

Ian Shepherdson (Chief Economist and Founder)21st Jan 2021 05:42Global

Global Datanote: BoJ meeting; Korean 20-day exports, January 2021

In one line: The BoJ is low-balling the recovery forecasts

Ian Shepherdson (Chief Economist and Founder)21st Jan 2021 05:41Global

20th January 2021 The U.K. is beating Europe in the vaccination race

• U.S.- Covid cases are falling, but new strains are a threat • EUROZONE - Is the EZ now in a double-dip recession? • U.K.- Businesses are adapting to lockdown • ...

Ian Shepherdson (Chief Economist and Founder)20th Jan 2021 08:25Global

14th January 2020 Europe is far behind the U.S. and the U.K. on vaccination

• U.S.- The labour market won't recover until vaccination is done • EUROZONE - Your guide to Europe's relatively slow vaccine rollout • U.K.- The MPC has better...

Ian Shepherdson (Chief Economist and Founder)14th Jan 2021 05:09Global

Global Datanote: BCRP Rate Decision, Peru January 2021

In one line: Core inflation will be steady until base effects kick-in during Q2; then what?

Ian Shepherdson (Chief Economist and Founder)13th Jan 2021 08:32Global

Global Datanote: Inflation IPCA, Brazil, December 2021

In one line: Overshooting expectations just before the second wave.

Ian Shepherdson (Chief Economist and Founder)12th Jan 2021 07:44Global

Global Datanote: PPI inflation, China, December 2020

In one line: December was the last month of PPI deflation

Ian Shepherdson (Chief Economist and Founder)11th Jan 2021 09:06Global

Global Datanote: U.S. Employment, December 2020

In one line: Grim, and unlikely to get much better before the spring.

Ian Shepherdson (Chief Economist and Founder)8th Jan 2021 08:56Global

Global Datanote: Inflation, Chile, December 2020

In one line: Inflation remains tame, despite overshooting expectations.

Ian Shepherdson (Chief Economist and Founder)7th Jan 2021 05:19Global

6th January 2020 Are global goods inflation pressures rising?

• U.S.- Covid cases are surging, but will soon peak • EUROZONE - The virus is still crushing growth, but not everything is gloom • U.K.- A strong recovery to begin in...

Ian Shepherdson (Chief Economist and Founder)6th Jan 2021 05:37Global

23rd December 2020 Should the ECB worry about the euro's strength?

• U.S.- The stimulus bill is better than nothing, but it could be much better • EUROZONE - Will the ECB have to curb the euro's strength in Q1? • U.K.-Inflation will...

Ian Shepherdson (Chief Economist and Founder)6th Jan 2021 05:34Global

Global Datanote: Final Manufacturing PMIs, Eurozone, December 2020

In one line: Solid, but the supply-side is struggling to keep up with demand.

Ian Shepherdson (Chief Economist and Founder)4th Jan 2021 06:09Global

Global Datanote: 20-Day Exports, Korea, December 2020

In one line: Covid is starting to rear its ugly head again.

Ian Shepherdson (Chief Economist and Founder)21st Dec 2020 04:02Global

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