Pantheon Macroeconomics

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Key Issues

Labour Market

14 June 2021 We're Betting on a Further Fall in EZ Unemployment in H2

In any given quarter, the change in the unemployment rate can be derived by the difference between the change in employment and the change in the size of the labour force as a...

Claus Vistesen (Chief Eurozone Economist)14th Jun 2021 00:20Eurozone

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+

7 June 2021 Don't Despair over Poor EZ Retail Sales at the Start of Q2

For forecasters, including us, pinning their hopes on a reopening-rebound in EZ Q2 GDP, chiefly thanks to rising consumers' spending, Friday's data were a slap in the face. 

Claus Vistesen (Chief Eurozone Economist)7th Jun 2021 00:20Eurozone

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+

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

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+

7 May 2021 CPI Inflation will Soon Point to Higher Yields, But not Yet

CPI Inflation will Soon Point to Higher Yields, But not Yet

Freya Beamish (Chief Asia Economist)7th 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+

8 Apr 2021 When will China's Services Inflation Begin to Gain Traction

When will China's Services Inflation Begin to Gain Traction

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

6 Apr 2021 China's Fiscal Deficit is Close to Pre-crisis Levels, but...

China's Fiscal Deficit is Close to Pre-crisis Levels, but...

Freya Beamish (Chief Asia Economist)6th Apr 2021 00:10China+

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