Pantheon Macroeconomics

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Key Issues

Pantheon Macro Daily Coronavirus Update January 22nd 2021

U.S. Hospitalizations are Starting to Plunge; New Variants at Bay, for Now

Ian Shepherdson (Chief Economist and Founder)22nd Jan 2021 05:12U.S.

22 Jan 2021 The Housing Market Is Starting to Come Off the Boil

We're starting to see signs that the mini-bubble in the housing market is deflating, albeit slowly.

Samuel Tombs (UK Economist)21st Jan 2021 12:10U.K.

21 Jan 2021 The PBoC Shows its Hand Through its Open Market Operations

In the past couple of years, markets have begun to track PBoC moves much more tightly, as our first chart shows.

Freya Beamish (Chief Asia Economist)20th Jan 2021 18:00China+

21 Jan 2021 Core Inflation Likely Will Remain Below 2% Throughout 2021

The pick-up in the headline rate of CPI inflation to 0.6% in December, from 0.3% in November, simply reflects it reverting to its trend rate.

Samuel Tombs (UK Economist)20th Jan 2021 12:00U.K.

20 Jan 2021 December Retail Sales Failed to Recover Much after the Lockdown

December Retail Sales Failed to Recover Much after the Lockdown

Samuel Tombs (UK Economist)19th Jan 2021 12:00U.K.

Pantheon Macro Daily Coronavirus Update January 19th 2021

U.S. Covid Cases Falling Fast, but New Variants are a Real Threat

Ian Shepherdson (Chief Economist and Founder)19th Jan 2021 03:50U.S.

19 Jan 2021 Surging Transport Prices to Push CPI Inflation Above the Consensus

Surging Transport Prices to Push CPI Inflation Above the Consensus

Samuel Tombs (UK Economist)18th Jan 2021 12:00U.K.

18 Jan 2021 November GDP Shows More Firms are Becoming Lockdown-Immune

November GDP Shows More Firms are Becoming Lockdown-Immune

Samuel Tombs (UK Economist)17th Jan 2021 18:00U.K.

Pantheon Macro Daily Coronavirus Update January 15th 2021

U.S. Covid Cases are Starting to Fall; Hospitalizations have Peaked

Ian Shepherdson (Chief Economist and Founder)15th Jan 2021 05:24U.S.

15 Jan 2021 How Severe are the Disruptions at the Border?

How Severe are the Disruptions at the Border?

Samuel Tombs (UK Economist)14th Jan 2021 12:00U.K.

14 Jan 2021 China's December Money and Credit Numbers are Worrisome

China's December Money and Credit Numbers are Worrisome

Freya Beamish (Chief Asia Economist)13th Jan 2021 18:00China+

14 Jan 2021 The Lockdown is Working; No Need for Tougher Restrictions

The Lockdown is Working; No Need for Tougher Restrictions

Samuel Tombs (UK Economist)13th Jan 2021 12:00U.K.

Pantheon Macro Daily Coronavirus Update January 13th 2021

U.S. New Cases have Peaked; Hospitalizations Starting to Flatten

Ian Shepherdson (Chief Economist and Founder)13th Jan 2021 05:24U.S.

13 Jan 2021 China's 2020 GDP Number Likely will see Significant Revisions

China's 2020 GDP Number Likely will see Significant Revisions

Freya Beamish (Chief Asia Economist)12th Jan 2021 18:00China+

13 Jan 2021 November GDP to Reveal Economy's Adaptability to Lockdown Conditions

November GDP to Reveal Economy's Adaptability to Lockdown Conditions

Samuel Tombs (UK Economist)12th Jan 2021 12:00U.K.

12 Jan 2021 Services Inflation is About to Stage a Recovery, Repairing Margins

Services Inflation is About to Stage a Recovery, Repairing Margins

Freya Beamish (Chief Asia Economist)11th Jan 2021 18:10China+

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