Pantheon Macroeconomics

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Asset Prices

14 June 2021 What Do China's Emissions Targets Mean for Policy this Year?

Last year President Xi announced a new target for China, with the importance of GDP targeting diminishing.

Freya Beamish (Chief Asia Economist)14th Jun 2021 00:10China+

9 June 2021 Consumers will have to Step up to Deliver a Solid Q2 in the Eurozone

Data yesterday showed that the euro area economy did better than initially estimated at the start of the year, contrary to our expectations, though the main story didn't change.

Claus Vistesen (Chief Eurozone Economist)9th Jun 2021 00:10Eurozone

8 June 2021 China is Exposed to a Double Whammy Against Exports

It's now widely appreciated that Chinese exports are exposed, as the global economy switches lanes to services, from manufacturing.

Freya Beamish (Chief Asia Economist)8th Jun 2021 00:10China+

4 June 2021 The EZ Services Sector is Now Stretching its Legs

If the PMIs are right, services activity in the Eurozone rebounded strongly midway through the second quarter, as virus restrictions were eased.

Claus Vistesen (Chief Eurozone Economist)4th Jun 2021 00:10Eurozone

4 June 2021 Did the U.S. Stimulus Give the Trade Cycle a Final Boost in May

Chinese exports have recovered much more quickly than elsewhere, thanks in large part to the still strong command element of the economy. 

Freya Beamish (Chief Asia Economist)4th Jun 2021 00:00China+

2 June 2021 The Rise in EZ Headline Inflation is Over, for a Brief Moment

Inflation in the euro area increased further midway through the second quarter. 

Claus Vistesen (Chief Eurozone Economist)2nd Jun 2021 00:10Eurozone

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+

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+

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

12 May 2021 Are Chinese Firms Running out of Cash to Support Commodities

Are Chinese Firms Running out of Cash to Support Commodities

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

28 Apr 2021 Inflation is Beside the Point for the BoJ, Global Yields will Dictate Policy

Inflation is Beside the Point for the BoJ, Global Yields will Dictate Policy

Freya Beamish (Chief Asia Economist)28th Apr 2021 00:00China+

19 Apr 2021 IP and Retail Sales Kept Q1 GDP Growth High, Quarter-on-Quarter

IP and Retail Sales Kept Q1 GDP Growth High, Quarter-on-Quarter

Freya Beamish (Chief Asia Economist)19th Apr 2021 00:10China+

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