Pantheon Macroeconomics

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Global Publications

Below is a full list of our Global Publications.

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11 September 2019 Global Monitor The U.K. prime minister is down, but not out

• U.S. - The trade war is starting to hurt; payroll growth will fall further • EUROZONE - The EZ economy is carrying weak manufacturing...for now • U.K. - Can the...

Ian Shepherdson (Chief Economist and Founder)10th Sep 2019 20:00Global

4 September 2019 Global Monitor The German labour market is in trouble, will Berlin act?

• U.S. - Mr. Trump will blink on tariffs, if China doesn't budge • EUROZONE - Real M1 is sending an upbeat signal for the EZ business cycle • U.K. - First a Brexit...

Ian Shepherdson (Chief Economist and Founder)3rd Sep 2019 20:00Global

28 August 2019 Global Monitor Rate cuts on the way in Mexico and Brazil?

• U.S. - Trump is making it impossible for China to negotiate a trade deal • EUROZONE - EZ PMIs are stabilising, will the economy follow? • U.K. - Our U.K. service is on...

Ian Shepherdson (Chief Economist and Founder)27th Aug 2019 20:00Global

21 August 2019 Global Monitor A rate cut to steepen the curve in Japan?

• U.S. - Third quarter growth looks decent, but the details are soft • EUROZONE - EZ bond markets remain primed for ECB easing next month • U.K. - Our U.K. service is on...

Ian Shepherdson (Chief Economist and Founder)20th Aug 2019 20:00Global

14 August 2019 Global Monitor Diminishing returns of Chinese easing?

• U.S. - Mr. Trump blinks, but some Chinese consumer goods will face tariffs • EUROZONE - Mr. Trump's recent tariff threats adds to the ECB's dovish convictions...

Ian Shepherdson (Chief Economist and Founder)13th Aug 2019 20:00Global

Global Datanote: U.S. Employment, July 2019

In one line: Solid, but subordinate to politics.

Ian Shepherdson (Chief Economist and Founder)31st Jul 2019 20:00Global

24 July 2019 Global Monitor The ECB will take a step towards a rate cut this week

• U.S. - The boom in multi-family construction is over, for now • EUROZONE - The ECB will lay the ground for a rate cut this week • U.K. - A general election is coming,...

Ian Shepherdson (Chief Economist and Founder)23rd Jul 2019 20:00Global

17 July 2019 Global Monitor BOE tightening is deferred, not abandoned

• U.S. - Cutting rates by 50bp would be risky for the Fed • EUROZONE - Further ECB easing all but confirmed • U.K. - A pause at the BOE means more hikes in 2020...

Ian Shepherdson (Chief Economist and Founder)16th Jul 2019 20:00Global

10 July 2019 Global Monitor The German economy stalled in Q2

• U.S. - Strong economic data could still kill a July Fed rate cut • EUROZONE - The German economy hit a brick wall in Q2 • U.K. - Markets are overestimating the...

Ian Shepherdson (Chief Economist and Founder)9th Jul 2019 20:00Global

Global Datanote: U.S. Employment, June 2019

In one line: Not enough alone to stop the Fed easing this month.

Ian Shepherdson (Chief Economist and Founder)4th Jul 2019 20:00Global

Global Datanote: U.S. Employment, May 2019

In one line: Could have been worse; expect better ahead.

Ian Shepherdson (Chief Economist and Founder)6th Jun 2019 20:00Global

Global Datanote: U.S. Employment, April 2019

In one line: Solid; AHE hit be calendar quirks and will rebound.

Ian Shepherdson (Chief Economist and Founder)2nd May 2019 20:00Global

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