77 items tagged "china":
Question of the Week, WC 7th Oct
Are there any signs of a Chinese recovery yet? Freya Beamish discusses
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 Webinar September 2021: A Property Sector Microcosm: The Economics Of Evergrande
China+ Webinar by Craig Botham
Question of the Week, WC 21st Oct
What to expect from the ECB as Ms. Lagarde takes the seat as new president?
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.
U.K. Webinar September 2021: Two Rate Hikes In 2022? Don't Make That Your Base Case
U.K. Webinar by Samuel Tombs
U.S. Webinar September 2021: Productivity Is The Key To Everything...Once Delta Gets Out Of The Way
U.S. Webinar by Ian Shepherdson
Eurozone Webinar September 2021: Growth In The Eurozone Is Peaking...What Happens Next?
Eurozone Webinar by Claus Vistesen & Melanie Debono
U.S. Webinar July 2021: Can Supply Keep Pace With Demand?...The Recovery Is Unstoppable, Despite Delta Risks
U.S. Webinar by Ian Shepherdson
Eurozone Webinar March 2021: When Will the EZ Economy Emerge From the Doldrums, and How Quickly?
Eurozone Webinar by Claus Vistesen
U.S. Webinar May 2021: When Will the Covid is Headed into America's Rear-view Mirror...What Happens Next?
U.S. Webinar by Ian Shepherdson
U.S. Webinar March 2021: If The U.S. Beats B117, Expect Full Opening In May..If Not, It Will Be In July
U.S. Webinar by Ian Shepherdson
U.S. Webinar January 2021: The Darkest Hour is Before the Dawn... but Dawn Always Comes
U.S. Webinar by Ian Shepherdson
U.S. Webinar October 2020: The U.S. Economy After Corona...And The Election
U.S. Webinar by Ian Shepherdson
U.K. Webinar July 2020: How Long Will The MPC Keep Its Foot On The Gas?
How Long Will The MPC Keep Its Foot On The Gas?
U.S. Webinar June 2020: What does the Covid Second Wave Mean for the Economy, Policy and Markets?
What does the Covid Second Wave Mean for the Economy, Policy and Markets?
Eurozone Webinar March 2020: How will the ECB respond to the Coronavirus, if at all?
How will the ECB respond to the Coronavirus, if at all?
U.S. Webinar March 2020: The U.S. Economy: Navigating Through the Coronavirus Outbreak
The U.S. Economy: Navigating Through the Coronavirus Outbreak
Asia Webinar February 2020: Coronavirus Will Cause A Q1 GDP Contraction...But Catch-Up Growth Should Then Be Strong
Topic: Coronavirus means a Contraction in Chinese GDP in Q1 Growth should rebound sharply thereafter, but the recovery will be uneven Reducing tariffs is a smart move What measures will the authorities take to cushion demand
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.
EZ Datanote: Sentix, Eurozone, May 2021
headline Sentix investor sentiment index in the Eurozone rose to 21.0 in May, from 13.1 in April, above the consensus, 15
EM Asia Datanote: Bangko Sentral ng Pilipinas Decision, June 2021
In one line: The honeymoon period for exports is nearly over.
EM Asia Datanote: Trade, Indonesia, May 2021
In one line: The honeymoon period for exports is nearly over.
Global Datanote: Trade, Indonesia, May 2021
In one line: The honeymoon period for exports is nearly over.
UK Datanote: U.K. GDP, August 2021
In one line: The recovery remains much more sluggish than the MPC anticipated.
UK Datanote: U.K. GDP July 2021
In one line: Stagnation due largely to resurgent Covid; timelier data point to a renewed recovery in August.
EM Asia Datanote: Bank Indonesia Decision 2021
In one line: Delta forces a forecast downgrade; nothing more.
UK Datanote: U.K. CBI Distributive Trades Survey, May 2021
U.K. CBI Distributive Trades Survey, May 2021
EM Asia Datanote: CPI, Indonesia, May 2021
In one line: This year's "more normal" Ramadan is driving up food prices.
Global Datanote: Bank of Thailand Decision
In one line: Unfazed by the more than probable crash in Q3 GDP.
Global Datanote: Bank of Thailand Decision, May 2021
In one line: Indonesia and Vietnam's outperformance continues, while the Philippines hit a Covid wall.
Global Datanote: Bank Indonesia Decision
In one line: Unfazed by the big Chinese elephant in the room, and rightly so.
EM Asia Datanote: Bangko Sentral ng Pilipinas Decision, July 2021
In one line: Inflation remains a lingering concern, and rightly so.
Global Datanote: Bangko Sentral ng Pilipinas Decision, July 2021
In one line: Inflation remains a lingering concern, and rightly so.
EZ Datanote: Detailed GDP, Eurozone, Q2 2021
In one line: The V-shaped recovery is in sight, sooner than we expected
EZ Datanote: Detailed GDP, Eurozone, Q1 2021
In one line: Stung by falling consumers' spending; all set for a Q2 rebound, we hope.
EZ Datanote: ZEW, Germany, September
In one line: More evidence that activity peaked midway through Q3
PANTHEON EMERGING ASIA DATA WRAP 19.8.21
Spending was squeezed even before the anti-Delta curbs were imposed
EM Asia Datanote: Bangko Sentral ng Pilipinas Decision, September 2021
In one line: Better, but the CPI forecasts still need a dose of realism.
Global Datanote: Bangko Sentral ng Pilipinas Decision, September 2021
In one line: Better, but the CPI forecasts still need a dose of realism.
Global Datanote: CPI, Indonesia, September
In one line: Oil effects are seeping into inflation, just.
PANTHEON EMERGING ASIA DATA WRAP 21.5.21
Thailand narrowly escapes a double-dip in Q1; Oil is the biggest driver, but the WPI surge in India is broad-based
PANTHEON EMERGING ASIA DATA WRAP 20.5.21
Thailand narrowly escapes a double-dip in Q1; Oil is the biggest driver, but the WPI surge in India is broad-based
PANTHEON EMERGING ASIA DATA WRAP 12.10.21
Trade shows that firms fared better than consumers at the height of the Delta squeeze
PANTHEON EMERGING ASIA DATA WRAP 1.9.21
The slump in ASEAN manufacturing continues India's post-Delta bounce loses some momentum Food base effects continue to push up inflation in Indonesia
PANTHEON EMERGING ASIA DATA WRAP 18.8.21
Delta hits two-way trade in Indonesia, but prices remain very supportive for export earnings
EM Asia Datanote: Bangko Sentral ng Pilipinas Decision, May 2021
Bangko Sentral ng Pilipinas Decision, May 2021
Global Datanote: Bangko Sentral ng Pilipinas Decision, May 2021
In one line: Still ignoring the upside inflation risks from oil prices.
PANTHEON EMERGING ASIA DATA WRAP 6.9.21
Flirting with deflation, due to food base effects and Covid support measures
PANTHEON EMERGING ASIA DATA WRAP 6.7.21
Transport drove the June slippage, but it will reverse, and non-core pressure will build.
EZ Datanote: SNB Rate Decision, Q2 2021
In one line: Another non-event; interest rates to stay on hold until at least 2024.
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