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.

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