Pantheon Macroeconomics

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Banco Central de la Repúublica Mortgage Lending and Sales

23 Sept 2021 Another SNB Snoozefest; Limited Impact from Evergrande on EZ

No one expects any changes at the SNB today, us included; we think policy will be on hold until 2024. The CHF will strengthen to the end of the year, but not enough to warrant...

Claus Vistesen (Chief Eurozone Economist)Eurozone

10 Aug 2021 PBoC Tightening Would be Imminent if Not for the Delta Variant

PPI inflation is proving stubborn, while CPI inflation is just getting started. Services inflation continues to rise, despite the broadening Delta scare. Trade figures...

Freya Beamish (Chief Asia Economist)China+

28 July 2021 A Sneak-Peek at the Likely Pace of EZ GDP growth in H1 2022

Robust M1 growth points to solid GDP growth in the Eurozone, once the dust settles from reopening. Loan growth is slowing, but that's mainly due to base effects; the underlying...

Claus Vistesen (Chief Eurozone Economist)Eurozone

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