Pantheon Macroeconomics

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Key Issues

27 May 2021 The Recovery in France has Begun, but Q2 will be Pedestrian

Yesterday's INSEE surveys in France complemented the upbeat IFO in Germany earlier in the week

Claus Vistesen (Chief Eurozone Economist)26th May 2021 17:30Eurozone

26 May 2021 The BoK's Job is to Play it Cool While Uncertainty Remains High

The BoK's Job is to Play it Cool While Uncertainty Remains High

Freya Beamish (Chief Asia Economist)26th May 2021 00:00China+

25 May 2021 A More Dovish Tone from the ECB as Difficult Decisions on QE Loom

A More Dovish Tone from the ECB as Difficult Decisions on QE Loom

Claus Vistesen (Chief Eurozone Economist)25th May 2021 00:20Eurozone

24 May 2021 China's Reopening Story Remains in Tact Despite Slow M1 Growth

China's Reopening Story Remains in Tact Despite Slow M1 Growth

Freya Beamish (Chief Asia Economist)24th May 2021 00:10China+

21 May 2021 The Euro Glut is Alive and Well, in Fact, it Has Rarely Been Bigger

The Euro Glut is Alive and Well, in Fact, it Has Rarely Been Bigger

Claus Vistesen (Chief Eurozone Economist)21st May 2021 00:20Eurozone

21 May 2021 Questions are Being Answered for China, but Some Remain

Questions are Being Answered for China, but Some Remain

Freya Beamish (Chief Asia Economist)21st May 2021 00:10China+

19 May 2021 Japan's Q1 Capex Disappoints, but Greater Optimism is Warranted

Japan's Q1 Capex Disappoints, but Greater Optimism is Warranted

Freya Beamish (Chief Asia Economist)19th May 2021 00:00China+

18 May 2021 The Devil is in the De tail in the Major Economies' Core CPI Data

The Devil is in the De tail in the Major Economies' Core CPI Data

Claus Vistesen (Chief Eurozone Economist)18th May 2021 00:20Eurozone

18 May 2021 Industry and Capex are Losing Steam, the Retail Wobble is Nothing

Industry and Capex are Losing Steam, the Retail Wobble is Nothing

Freya Beamish (Chief Asia Economist)18th May 2021 00:10China+

Pantheon Macro Daily Coronavirus Update May 13 2021

Vaccinations are Winning; Just Need More Shots, Everywhere

Ian Shepherdson (Chief Economist and Founder)13th May 2021 13:27U.S.

13 May 2021 Volatility will Cloud the Reopening Rebound in the EZ Core CPI, If Any

Volatility will Cloud the Reopening Rebound in the EZ Core CPI, If Any

Claus Vistesen (Chief Eurozone Economist)13th May 2021 00:10Eurozone

13 May 2021 Fiscal Hawkishness is Tightening Monetary Conditions

Fiscal Hawkishness is Tightening Monetary Conditions

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

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