Pantheon Macroeconomics

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Valuation and Affordability 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)16th Jul 2021 00:00China+

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)17th Jun 2021 00:00China+

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)15th Jun 2021 00:10China+

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+

19 Apr 2021 IP and Retail Sales Kept Q1 GDP Growth High, Quarter-on-Quarter

IP and Retail Sales Kept Q1 GDP Growth High, Quarter-on-Quarter

Freya Beamish (Chief Asia Economist)19th Apr 2021 00:10China+

14 Apr 2021 More Zoom Booming in Q1 Means a Positive Net Export Contribution

More Zoom Booming in Q1 Means a Positive Net Export Contribution

Freya Beamish (Chief Asia Economist)14th 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+

16 Mar 2021 China's Supply-Demand Mismatch is Rebuilding, but it's Temporary

China's Supply-Demand Mismatch is Rebuilding, but it's Temporary

Freya Beamish (Chief Asia Economist)16th Mar 2021 00:10China+

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)2nd Nov 2020 00:10U.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)22nd Sep 2020 00:10Eurozone

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.

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)15th Sep 2020 18:10U.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)14th Sep 2020 00:10U.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)10th Sep 2020 18:10U.K.

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