Pantheon Macroeconomics

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Key Issues

Mexico Mortgage Lending and Sales

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

5 Mar 2021 An Increase in PEPP Purchases is Coming, But Don't Expect a Surge

We are sympathetic if euro area fixed income investors are slightly confused about the ECB's intentions.

Claus Vistesen (Chief Eurozone Economist)Eurozone

25 Nov 2020 No Turnaround on the Horizon for Cooling Property Prices in China

Property prices in China continued to cool in October, as pressure remains on developers to avoid being caught out by the government's "three red lines" against...

Miguel Chanco (Senior Asia Economist)China+

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)China+

30 Sept 2020 All is Not Well in the Mortgage Market, Despite First Appearances

August's money and credit report creates a reassuring first impression, though the details are more troubling.

Samuel Tombs (UK Economist)U.K.

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