Pantheon Macroeconomics

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Brazil Asset Prices

16 July 2021 Data are Conflicting, but we Think China's Growth Slowed in Q2

Sometimes when you put together the Chinese data, it feels like you are drawing from multiple jigsaw puzzles, each with pieces missing.

Freya Beamish (Chief Asia Economist)China+

17 June 2021 China Drops the Baton in the Switch From Manufacturing to Services

China's activity data were disappointing for May, raising serious questions about a limbo period in the middle of the year. 

Freya Beamish (Chief Asia Economist)China+

15 June 2021 Local Government Spending is Reviving... Begrudgingly

We expect China's May activity data on Wednesday to lead to talk of slowdown, with the year- over-year growth rates for industrial production, retail sales, and the year-to-date,...

Freya Beamish (Chief Asia Economist)China+

2 Nov 2020 QE Extension Now Very Likely this Week, Given the Second Lockdown

The case for the MPC to extend its asset purchase programme into 2021 is compelling. The mere 2.1% month-to-month rise in GDP in August has left the Committee's September...

Samuel Tombs (UK Economist)U.K.

22 Sept 2020 Is the ECB Considering Putting the PEPP out to Pasture

A Financial Times report over the weekend--see here--added to the speculation that the ECB is not going to lift the amount of asset purchases pledged under its Pandemic...

Claus Vistesen (Chief Eurozone Economist)Eurozone

18 Sept 2020 QE to Remain the Main Monetary Policy Tool, at Least Until the Spring

The MPC surprised yesterday both with its bullish take on the economy's current health, and with the news that it will begin, in Q4, "structured engagement on the...

Samuel Tombs (UK Economist)U.K.

16 Sept 2020 The Upturn in Redundancies is Only Just Getting Going

The latest official data continue to understate the collapse in labour demand since Covid-19.

Samuel Tombs (UK Economist)U.K.

14 Sept 2020 The Recovery in GDP will Continue to Decelerate Through the Autumn

GDP data for July, released on Friday, showed that the economic recovery following the Covid-19 lockdown still does not look V-shaped, even though virtually all restrictions on...

Samuel Tombs (UK Economist)U.K.

11 Sept 2020 The MPC will Preserve the Option of Another QE Extension in Q4

The MPC likely will steer clear of providing strong signals on the outlook for monetary policy at next week's meeting.

Samuel Tombs (UK Economist)U.K.

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