Pantheon Macroeconomics

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Key Issues

Fed

10 June 2021 We Expect a Dovish ECB today, but Difficult Decisions Loom in H2

The best way to explain the ECB's position, ahead of today's policy decision, is that the central bank has plenty of circumstantial evidence that a strong recovery has begun,...

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

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

2 June 2021 Bottlenecks are Biting in the North East Asian Supply Chain

China's PMIs strongly suggest that supply-side bottlenecks, if anything, are worsening.

Freya Beamish (Chief Asia Economist)2nd Jun 2021 00:00China+

1 June 2021 The PMI Suggests PPI Inflation Likely Jumped Again in May

China's official manufacturing PMI was little changed at 51.0 in May, after April's 51.1, with the index remaining oblivious to U.S. stimulus efforts and in recent months.

Freya Beamish (Chief Asia Economist)1st Jun 2021 00:10China+

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+

10 May 2021 Exports are Softening, but a More Serious Correction is in the Cards

Exports are Softening, but a More Serious Correction is in the Cards

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

21 Apr 2021 Fiscal Stimulus in the EZ is no Match for the Splurge in the U.S.

Fiscal Stimulus in the EZ is no Match for the Splurge in the U.S.

Claus Vistesen (Chief Eurozone Economist)21st Apr 2021 00:10Eurozone

23 Mar 2021 Covid-19 Hasn't Ended the Euro Glut; It Might Even have Boosted It

Covid-19 Hasn't Ended the Euro Glut; It Might Even have Boosted It

Claus Vistesen (Chief Eurozone Economist)23rd Mar 2021 00:20Eurozone

1 Mar 2021 The ECB is Getting Worried About Rising Yields; PEPP to Accelerate?

1 Mar 2021 The ECB is Getting Worried About Rising Yields; PEPP to Accelerate?

Claus Vistesen (Chief Eurozone Economist)1st Mar 2021 00:20Eurozone

5 Nov 2020 Eurozone GDP will Decline in Q4, but by How Much

Normally, we wouldn't pin our story on the fact that the PMIs are signalling a risk of outright contraction in the economy, but on this occasion we think the surveys are on...

Claus Vistesen (Chief Eurozone Economist)5th Nov 2020 00:10Eurozone

27 Oct 2020 Japan is Trying to "Live with Covid", but Spending is Hitting a Ceiling

Japan and Korea dealt with their second waves of Covid-19 in the third quarter in completely different ways.

Miguel Chanco (Senior Asia Economist)27th Oct 2020 00:10China+

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)17th Sep 2020 18:00U.K.

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