Pantheon Macroeconomics

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Key Issues

Quantitive Easing

8 June 2021 German Manufacturing was Soft in April; Spain was Much Better

Yesterday's main economic reports point to mixed conditions in euro area manufacturing at the start of Q2.

Claus Vistesen (Chief Eurozone Economist)8th Jun 2021 00:20Eurozone

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 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

3 June 2021 The Stage is Set for a Decent Rebound in Swiss GDP in Q2

In this Monitor, we are introducing our coverage of the Swiss economy, with a look at the recent Q1 GDP numbers, and an outlook for the rest of the year.

Claus Vistesen (Chief Eurozone Economist)3rd Jun 2021 00:10Eurozone

2 June 2021 The Rise in EZ Headline Inflation is Over, for a Brief Moment

Inflation in the euro area increased further midway through the second quarter. 

Claus Vistesen (Chief Eurozone Economist)2nd Jun 2021 00:10Eurozone

28 May 2021 Italian Economy is Roaring Back to Life, but We're Still Cautious

Italian Economy is Roaring Back to Life, but We're Still Cautious

Claus Vistesen (Chief Eurozone Economist)28th May 2021 00:10Eurozone

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 The Devil is in the De tail in the Major Economies' Core CPI Data

The Devil is in the De tail in the Major Economies' Core CPI Data

Claus Vistesen (Chief Eurozone Economist)18th May 2021 00:20Eurozone

13 May 2021 Volatility will Cloud the Reopening Rebound in the EZ Core CPI, If Any

Volatility will Cloud the Reopening Rebound in the EZ Core CPI, If Any

Claus Vistesen (Chief Eurozone Economist)13th May 2021 00:10Eurozone

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+

22 Mar 2021 Further BoJ Retreat from Abenomics, but Not Tightening

Further BoJ Retreat from Abenomics, but Not Tightening

Freya Beamish (Chief Asia Economist)22nd Mar 2021 00:10China+

18 Mar 2021 The Three Most Likely Things to Emerge from the BoJ's Review

The Three Most Likely Things to Emerge from the BoJ's Review

Freya Beamish (Chief Asia Economist)18th Mar 2021 00:00China+

17 Mar 2021 Vaccination in Europe will Pick Up Further, Even Without the AZ Shot

Vaccination in Europe will Pick Up Further, Even Without the AZ Shot

Claus Vistesen (Chief Eurozone Economist)17th Mar 2021 00:10Eurozone

12 Mar 2021 Don't Underestimate Base Effects in China's February Activity Data

Don't Underestimate Base Effects in China's February Activity Data

Freya Beamish (Chief Asia Economist)12th Mar 2021 00:00China+

23 February 2021 What are the Ripple Effects of the PBoC's Stage-One Tightening

What are the Ripple Effects of the PBoC's Stage-One Tightening

Freya Beamish (Chief Asia Economist)22nd Feb 2021 13:16China+

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