Pantheon Macroeconomics

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Key Issues

Emerging Asia H1 Outlook 2023

Monetary Tightening is Over, and it's Not Too Soon to Talk About Rate Cuts

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

China+ H1 Outlook 2023

China Embarks on Exit Path from Zero-Covid Policy *No Policy Shift from the BoJ* The BoK is Nearing its Rate Peak

Duncan WrigleyChina+

U.K. H1 Outlook 2023

The U.K. Economy Will Suffer the Deepest Recession among Advanced Economies in 2023

Samuel Tombs (UK Economist)U.K.

LatAm H1 Outlook 2023

Inflation is Finally Easing, but Central Banks will be Cautious in H1

Andres Abadia (Senior International Economist)Latin America

EZ H1 Outlook 2023

The EZ Economy is Showing Resilience, So Rates have Further to Rise

Claus Vistesen (Chief Eurozone Economist)Eurozone

U.S. H1 Outlook 2023

How will the Fed Respond to Slow Growth and Plunging Inflation?

Ian Shepherdson (Chief Economist and Founder)U.S.

U.S. H2 Outlook 2022

Core Inflation will Fall Faster than Markets and the Fed Expect

Ian Shepherdson (Chief Economist and Founder)U.S.

LatAm H2 Outlook 2022

Inflation is Peaking, but Central Banks aren't Finished Yet

Andres Abadia (Senior International Economist)Latin America

Emerging Asia H2 Outlook 2022

Policy Normalisation is Underway, but Don't Expect an Aggressive Cycle

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

China+ H2 Outlook 2022

Growth is Set to Fall Short in China * No Change Imminent from the BoJ * The BoK Looks too Hawkish

Craig BothamChina+

EZ H2 Outlook 2022

Virus is replaced by War; Uncertain Times for the EZ Economy

Claus Vistesen (Chief Eurozone Economist)Eurozone

U.K. H2 Outlook 2022

The consensus view in markets is that the MPC will lift Bank Rate to 3.0% by the end of this year, from 1.25% currently, with 50bp hikes at the next three meetings in August, September and November

Samuel Tombs (UK Economist)U.K.

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