Pantheon Macroeconomics

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53 items tagged "advanced economies":

Gabriella Dickens

Gabriella Dickens

Gabriella joined Pantheon in 2021 weth several years' experience in independent macro research. Prior to joining Pantheon, she was a Global Economist at Capital Economics, with a particular focus on advanced economies; she also worked on a U.K. economy and housing market.

Melanie Debono

Melanie Debono

Melanie joined Pantheon in 2021 with nearly a decade's experience in independent economic research. She focuses on the Eurozone, with particular emphasis on Italy and Spain, and also covers Switzerland and SNB policy.

Craig Botham

Craig Botham

Craig produces the China+ Service for Pantheon, covering China, Japan and Korea. He was previously Senior EM Economist at Schroders, with a particular focus on China and other BRICs, following stints as an economist at the U.K. financial regulator and the IMF.  Craig has a MSc in Economic History from LSE, a MSc in Economics from Birbeck, and an undergraduate degree in Economics from the University of Cambridge.

China+ Datanote: Manufacturing PMIs, China, October 2021

China+ Datanote: Manufacturing PMIs, China, October 2021

In one line: Intensifying energy crisis weighed on manufacturing activity in October

Global Datanote: China, Manufacturing PMIs, October 2021

Global Datanote: China, Manufacturing PMIs, October 2021

In one line: Intensifying energy crisis weighed on manufacturing activity in October

EZ Datanote: Advance GDP, Italy & Eurozone, Q4 2021

EZ Datanote: Advance GDP, Italy & Eurozone, Q4 2021

In one line: Growth is now slowing in Italy and will remain soft in the EZ.

US Datanote: U.S. GDP, Q3 advance & Weekly Jobless Claims, October 2021

US Datanote: U.S. GDP, Q3 advance & Weekly Jobless Claims, October 2021

In one line: Q3 was grim but it has little to say about Q4.

LatAm Datanote: GDP, Brazil, Q3 2021

LatAm Datanote: GDP, Brazil, Q3 2021

In one line: Another recession, but the details are not as bad as the headline suggest.

EZ Datanote: Advance GDP, Spain, Q3

EZ Datanote: Advance GDP, Spain, Q3

In one line: Disappointing rise in GDP in Q3 for Spain.

EZ Datanote: EC Sentiment, Eurozone, October

EZ Datanote: EC Sentiment, Eurozone, October

In one line: A surprisingly upbeat survey but the detail is not all positive.

UK Datanote: U.K. GDP, Q3 & September 2021

UK Datanote: U.K. GDP, Q3 & September 2021

In one line: The laggard in the G7 once again.

China+ Datanote: GDP, Japan, Q3

China+ Datanote: GDP, Japan, Q3

In one line: a messy quarter hit by multiple transitory shocks

LatAm Datanote: GDP, Colombia, Q3 2021

LatAm Datanote: GDP, Colombia, Q3 2021

In one line: A solid Q3, and the near-term looks benign.

LatAm Datanote: GDP, Chile, Q3 2021

LatAm Datanote: GDP, Chile, Q3 2021

In one line: A robust Q3, but political risk likely will constrain the upturn.

EZ Datanote: GDP, Switzerland, Q3

EZ Datanote: GDP, Switzerland, Q3

In one line: Back above pre-virus levels; Q4 growth won't be as good.

EZ Datanote: Detailed Q3 GDP, Italy

EZ Datanote: Detailed Q3 GDP, Italy

In one line: Q3's stellar performance was driven by consumption; Q4 will see slower spending.

UK Datanote: U.K. GDP, November 2021

UK Datanote: U.K. GDP, November 2021

In one line: Decent progress likely undone subsequently by Omicron.

EZ Datanote: Full-Year GDP, Germany, 2021

EZ Datanote: Full-Year GDP, Germany, 2021

In one line: Q4 was nothing to write home about, Q1 likely will be worse.

EZ Datanote: Advance GDP, Germany & Italy, Q3

EZ Datanote: Advance GDP, Germany & Italy, Q3

In one line: Slight disappointment in Germany, and another consensus-beating headline in Italy.

PM Datanote: U.S. Advance Trade and Inventories, December

PM Datanote: U.S. Advance Trade and Inventories, December

In one line: Inventory surge will boost Q4 GDP forecasts, despite record deficit

PM Datanote: U.S. Q4 GDP

PM Datanote: U.S. Q4 GDP

In one line: Hugely flattered by inventories; Q1 GDP will be much weaker.

CHINA+ DATA WRAP 15.02.2022: Japan returned to growth in the fourth quarter

CHINA+ DATA WRAP 15.02.2022: Japan returned to growth in the fourth quarter

Covid plays whack-a-mole with Japan's economy More PBoC liquidity at the same price, but February is still a dry month, for now

PM Datanote: GDP, Colombia, Q4

PM Datanote: GDP, Colombia, Q4

In one line: A solid end to the year, but domestic conditions are turning very demanding.

PM Datanote: GDP, Fourth Quarter, Brazil

PM Datanote: GDP, Fourth Quarter, Brazil

In one line: A solid end to the year, despite an array of shocks.

PM Datanote: GDP, Chile, Q4

PM Datanote: GDP, Chile, Q4

In one line: A decent end to 2021, but momentum is already fading.

UK Datanote: U.K. GDP, March & Q1 2022

UK Datanote: U.K. GDP, March & Q1 2022

In one line: The last quarter of strong growth.

PM Datanote: U.S. Employment Costs Index, Q4

PM Datanote: U.S. Employment Costs Index, Q4

In one line: Slowing wage growth is an unexpected gift to the Fed

Global Datanote: EZ Inflation, September 2021

Global Datanote: EZ Inflation, September 2021

In one line: Roaring, and further gains to come in Q4, but the core likely has peaked.

Global Datanote: Advance Inflation, Eurozone, October 2021

Global Datanote: Advance Inflation, Eurozone, October 2021

In one line: Still running hot, but it doesn't justify the upward shift in rate expectations.

LatAm Datanote: Inflation, Chile, October 2021

LatAm Datanote: Inflation, Chile, October 2021

In one line: Overshooting expectations again.

Global Datanote: SNB Rate Decision, Q1 2022

Global Datanote: SNB Rate Decision, Q1 2022

In one line:Maintaining the status quo and striking a downbeat tone.

Global Datanote: Inflation, Chile, October

Global Datanote: Inflation, Chile, October

In one line: Overshooting expectations again.

LatAm Datanote: Inflation IPCA, Brazil, October2021

LatAm Datanote: Inflation IPCA, Brazil, October2021

In one line: An upside surprise, but inflation has probably peaked.

Global Datanote: Inflation IPCA, Brazil, October 2021

Global Datanote: Inflation IPCA, Brazil, October 2021

In one line: An upside surprise, but inflation has probably peaked.

LatAm Datanote: Inflation, Chile, November 2021

LatAm Datanote: Inflation, Chile, November 2021

In one line: Inflation is still heading north.

Global Datanote: Inflation, Chile, November 2021

Global Datanote: Inflation, Chile, November 2021

In one line: Inflation is still heading north.

LatAm Datanote: Inflation IPCA, Brazil, November 2021

LatAm Datanote: Inflation IPCA, Brazil, November 2021

In one line: A modest downtrend will soon emerge.

PM Datanote: U.S. FOMC Minutes, December

PM Datanote: U.S. FOMC Minutes, December

In one line: Inflation fears dominated the discussion, but uncertainties are great.

CHINA+ DATA WRAP 21.01.22 - Higher Japanese inflation masks deterioration in the core, Omicron weighs on global trade

CHINA+ DATA WRAP 21.01.22 - Higher Japanese inflation masks deterioration in the core, Omicron weighs on global trade

Core inflation pressures ebb in Japan Korea signals an export slowdown in January

PM Datanote: Inflation IPCA-15, Brazil, February

PM Datanote: Inflation IPCA-15, Brazil, February

In one line: Grim, due mainly to lingering Covid-related shocks.

PM Datanote: Inflation IPCA-15, Brazil, March

PM Datanote: Inflation IPCA-15, Brazil, March

In one line: Underlying pressures remain high.

Global Datanote: Inflation IPCA, Brazil, April, 2022

Global Datanote: Inflation IPCA, Brazil, April, 2022

In one line: Underlying pressures remain elevated, but headline inflation is peaking.

PM Datanote: Inflation, Colombia, March

PM Datanote: Inflation, Colombia, March

In one line: Inflation is soaring, and the outlook is challenging.

PM Datanote: Inflation IPCA, Brazil, March

PM Datanote: Inflation IPCA, Brazil, March

In one line: Inflation rocketed in March, as the effect of multiple shocks persists.

Global Datanote: Inflation IPCA, Brazil, March

Global Datanote: Inflation IPCA, Brazil, March

In one line: Inflation rocketed in March, as the effect of multiple shocks persists.

PM Datanote: Inflation, Chile, March

PM Datanote: Inflation, Chile, March

In one line: Rising commodity prices drive the jump.

Global Datanote: Inflation, Chile, March

Global Datanote: Inflation, Chile, March

In one line: Rising commodity prices drive the jump.

PM Datanote: Inflation IPCA-15, Brazil, April, 2022

PM Datanote: Inflation IPCA-15, Brazil, April, 2022

In one line: Undershooting expectations, but pressures remain elevated.

PM Datanote: Inflation, Colombia, April

PM Datanote: Inflation, Colombia, April

In one line: Inflation is rising rapidly, and conditions remain challenging.

PM Datanote: Inflation, Chile, April, 2022

PM Datanote: Inflation, Chile, April, 2022

In one line: Terrible, and set to increase further over the next few months.

Global Datanote: Advance Inflation, Germany, October 2021

Global Datanote: Advance Inflation, Germany, October 2021

In one line: Hot, but core inflation fell.

PM Datanote: Inflation IPCA, Brazil, April, 2022

PM Datanote: Inflation IPCA, Brazil, April, 2022

In one line: Underlying pressures remain elevated, but headline inflation is peaking.

 

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