Pantheon Macroeconomics

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94 items tagged "china":

Chart of the Week 22nd Feb 2023

Chart of the Week 22nd Feb 2023

China's top brass wants more consumption; will they get it?

Chart of the Week 16th November 2022

Chart of the Week 16th November 2022

How will Germany's yield curve un-invert?

China+ Webinar March 2024: Course Correction or More of the Same?

China+ Webinar March 2024: Course Correction or More of the Same?

China's Two Sessions - Course Correction or More of the Same?

China+ Webinar June 2023 - What will China do about its Spluttering Economy?

China+ Webinar June 2023 - What will China do about its Spluttering Economy?

How Much Further Does The MPC Need To Go To Suppress Inflation?

China+ Webinar March 2023: China Is Prioritising Domestic Expansion As It Reopens...But How Much Policy Support Is Coming Out Of The NPC

China+ Webinar March 2023: China Is Prioritising Domestic Expansion As It Reopens...But How Much Policy Support Is Coming Out Of The NPC

China Is Prioritising Domestic Expansion As It Reopens...But How Much Policy Support Is Coming Out Of The NPC

Eurozone Webinar May 2022: How Will EZ Policymakers Respond To Stagflation?

Eurozone Webinar May 2022: How Will EZ Policymakers Respond To Stagflation?

Eurozone Webinar by Claus Vistesen and Melanie Debono

EZ Webinar February 2024: Will the SNB Beat the ECB to it on Rate Cuts?

EZ Webinar February 2024: Will the SNB Beat the ECB to it on Rate Cuts?

Switzerland Focus: Will the SNB Beat the ECB to it on Rate Cuts?

Eurozone Webinar January 2022: Omicron Is Milder Than Delta...But It Will Still Weigh On Growth In Q1

Eurozone Webinar January 2022: Omicron Is Milder Than Delta...But It Will Still Weigh On Growth In Q1

Global Webinar by Ian Shepherdson, Craig Botham, Miguel Chanco, Andres Abadia, Claus Vistesen, and Samuel Tombs.

EZ Webinar April 2024: What is the Link Between EZ Wage Growth & Inflation?

EZ Webinar April 2024: What is the Link Between EZ Wage Growth & Inflation?

What is the Link Between EZ Wage Growth & Inflation?

US Webinar March 2024: The Labor Market will be the Spring Game-Changer...

US Webinar March 2024: The Labor Market will be the Spring Game-Changer...

The Labor Market will be the Spring Game-Changer...What will Happen, and how will the Fed Respond?

EZ Webinar December 2023: When Will the ECB's Message Shift?

EZ Webinar December 2023: When Will the ECB's Message Shift?

EZ Webinar December 2023: When Will the ECB's Message Shift?

U.S. Webinar May 2023: Recession Risk Is Mostly In The Business Sector...But Consumption Is Slowing Too

U.S. Webinar May 2023: Recession Risk Is Mostly In The Business Sector...But Consumption Is Slowing Too

Recession Risk Is Mostly In The Business Sector...But Consumption Is Slowing Too

Global Webinar January 2023: The Global Economy in 2023 - More Turbulence Ahead, but Inflation will Calm

Global Webinar January 2023: The Global Economy in 2023 - More Turbulence Ahead, but Inflation will Calm

Global Webinar January 2023: The Global Economy in 2023 - More Turbulence Ahead, but Inflation will Calm

U.S. Webinar February 2023: Broad Disinflation Pressure Is Building....Further Hikes Risk An Unnecessary Recession

U.S. Webinar February 2023: Broad Disinflation Pressure Is Building....Further Hikes Risk An Unnecessary Recession

U.S. Webinar February 2023: Broad Disinflation Pressure Is Building....Further Hikes Risk An Unnecessary Recession

U.K. Webinar March 2023: Does The MPC Still Need To Trigger A Recession To Get CPI Inflation Sustainably Back To Target?

U.K. Webinar March 2023: Does The MPC Still Need To Trigger A Recession To Get CPI Inflation Sustainably Back To Target?

Does The MPC Still Need To Trigger A Recession To Get CPI Inflation Sustainably Back To Target?

U.S. Webinar March 2023: This Is Not 2008, But The Crisis Is Deflationary....How Will The Fed Respond?

U.S. Webinar March 2023: This Is Not 2008, But The Crisis Is Deflationary....How Will The Fed Respond?

This Is Not 2008, But The Crisis Is Deflationary....How Will The Fed Respond?

UK Webinar December 2023: How Agile Will the MPC be Next Year

UK Webinar December 2023: How Agile Will the MPC be Next Year

UK Webinar December 2023: How Agile Will the MPC be Next Year

U.S. Webinar April 2023: Recession Incoming...The Labour Market Is Set To Weaken

U.S. Webinar April 2023: Recession Incoming...The Labour Market Is Set To Weaken

Recession Incoming...The Labour Market Is Set To Weaken

Eurozone Webinar March 2023: The ECB Is Still Focused On Rising Core Inflation; Is It Making A Policy Error?

Eurozone Webinar March 2023: The ECB Is Still Focused On Rising Core Inflation; Is It Making A Policy Error?

The ECB Is Still Focused On Rising Core Inflation; Is It Making A Policy Error?

U.K. Webinar June 2023: How Much Further Does The MPC Need To Go To Suppress Inflation?

U.K. Webinar June 2023: How Much Further Does The MPC Need To Go To Suppress Inflation?

How Much Further Does The MPC Need To Go To Suppress Inflation?

U.S. Webinar July 2023: THE FED PROBABLY IS DONE... ...DISINFLATION MOMENTUM IS BUILDING

U.S. Webinar July 2023: THE FED PROBABLY IS DONE... ...DISINFLATION MOMENTUM IS BUILDING

U.S. Webinar July 2023: THE FED PROBABLY IS DONE... ...DISINFLATION MOMENTUM IS BUILDING

U.S. Webinar June 2023: TWO MORE FED HIKES ARE NOT BAKED-IN...PAYROLL GROWTH AND CORE INFLATION ARE SET TO SLOW

U.S. Webinar June 2023: TWO MORE FED HIKES ARE NOT BAKED-IN...PAYROLL GROWTH AND CORE INFLATION ARE SET TO SLOW

TWO MORE FED HIKES ARE NOT BAKED-IN...PAYROLL GROWTH AND CORE INFLATION ARE SET TO SLOW

Brace for Chaos and Uncertainty...U.S. Webinar, 26 September, 2023

Brace for Chaos and Uncertainty...U.S. Webinar, 26 September, 2023

Brace for Chaos and Uncertainty...U.S. Webinar, 26 September, 2023

Rate Cuts on the Horizon: How soon, and How Big?

Rate Cuts on the Horizon: How soon, and How Big?

Rate Cuts on the Horizon: How soon, and How Big?

Global Webinar November 2023: Who Will Be Easing Next Year, And By How Much?

Global Webinar November 2023: Who Will Be Easing Next Year, And By How Much?

Global Webinar November 2023: Who Will Be Easing Next Year, And By How Much?

EZ Datanote: Advance PMIs, Germany, October 2023

EZ Datanote: Advance PMIs, Germany, October 2023

In one line: A double-dip recession?

Global Datanote: Advance PMIs, Germany, October 2023

Global Datanote: Advance PMIs, Germany, October 2023

In one line: A double-dip recession?

Global Datanote: INSEE Business Confidence & Advance PMIs, France, November 2023

Global Datanote: INSEE Business Confidence & Advance PMIs, France, November 2023

In one line: French GDP is headed for a decline in Q4.

EZ Datanote: Final PMIs, Eurozone, September 2023

EZ Datanote: Final PMIs, Eurozone, September 2023

In one line: The slowdown is becoming broad-based.

Global Datanote: Final PMIs, Eurozone, September 2023

Global Datanote: Final PMIs, Eurozone, September 2023

In one line: The slowdown is becoming broad-based.

EZ Datanote: INSEE Business Confidence & Advance PMIs, France, November 2023

EZ Datanote: INSEE Business Confidence & Advance PMIs, France, November 2023

In one line: French GDP is headed for a decline in Q4.

EZ Datanote: Advance PMIs, Germany, November 2023

EZ Datanote: Advance PMIs, Germany, November 2023

In one line: Consistent with falling GDP in Q4, despite rising.

EZ Datanote: EC Sentiment, Eurozone, October 2023

EZ Datanote: EC Sentiment, Eurozone, October 2023

In one line: More confirmation that weakness spread into Q4.

Global  Datanote: ECB Press Conference, April 2024

Global Datanote: ECB Press Conference, April 2024

In one line: The ECB will cut in June, barring a significant shift in its Q2 forecasts.

EZ Datanote: ECB Press Conference, April 2024

EZ Datanote: ECB Press Conference, April 2024

In one line: The ECB will cut in June, barring a significant shift in its Q2 forecasts.

Global Datanote: Monetary policy meeting, Brazil, 2023

Global Datanote: Monetary policy meeting, Brazil, 2023

In one line: Core inflation continues to fall.

EZ Datanote: Inflation, North Rhine Westphalia, October 2023

EZ Datanote: Inflation, North Rhine Westphalia, October 2023

In one line: German core inflation is now falling rapidly.

EZ Datanote: Advance Inflation, Germany, February 2024

EZ Datanote: Advance Inflation, Germany, February 2024

In one line: Pegged back by a plunge in food inflation; the core HICP likely fell.

EZ Datanote: Detailed Inflation, Germany, January 2024

EZ Datanote: Detailed Inflation, Germany, January 2024

In one line: Services inflation pushed higher by healthcare, education and hospitality.

EZ Datanote: Advance Inflation, Germany, January 2024

EZ Datanote: Advance Inflation, Germany, January 2024

In one line: Still consistent with a fall in the ECB's 2024 inflation forecasts in March.

EZ Datanote: Advance Inflation, Germany, December 2023

EZ Datanote: Advance Inflation, Germany, December 2023

In one line: Headline rebounds more than expected, but the core undershot our forecast.

EZ Datanote: Inflation, North Rhine Westphalia & France, December 2023

EZ Datanote: Inflation, North Rhine Westphalia & France, December 2023

In one line: EZ headline rebounded in December, but the core likely eased further.

EZ Datanote: Advance Inflation, Germany, October

EZ Datanote: Advance Inflation, Germany, October

In one line: Disinflation is accelerating.

EZ Datanote: State CPIs, Germany, March

EZ Datanote: State CPIs, Germany, March

In one line: April is back on the menu.

EZ Datanote:  Inflation, Switzerland, March 2024

EZ Datanote: Inflation, Switzerland, March 2024

In one line: A downside surprise, as in the EZ.

EZ Datanote: Advance Inflation, Germany, March

EZ Datanote: Advance Inflation, Germany, March

In one line: EZ inflation on track to undershoot the consensus tomorrow.

EZ Datanote: State CPIs and Unemployment, Germany, February 2024

EZ Datanote: State CPIs and Unemployment, Germany, February 2024

In one line: German inflation likely fell a touch more than we thought in February.

EZ Datanote: Advance Inflation, France, January

EZ Datanote: Advance Inflation, France, January

In one line: Still consistent with our EZ call; all eyes on Germany later.

PM Datanote: CPI Annual Seasonal Revisions

PM Datanote: CPI Annual Seasonal Revisions

All that excitement for nothing.

Global Datanote: Detailed Inflation, Eurozone, March

Global Datanote: Detailed Inflation, Eurozone, March

In one line: Core inflation will fall further in coming months, but rising oil prices is a threat to the headline.

EZ Datanote: Detailed Inflation, Eurozone, March

EZ Datanote: Detailed Inflation, Eurozone, March

In one line: Core inflation will fall further in coming months, but rising oil prices is a threat to the headline.

EZ Datanote: ECB Press Conference, October 2023

EZ Datanote: ECB Press Conference, October 2023

In one line: Marginally Dovish. 

Global Datanote: Final Inflation, Eurozone, December 2023

Global Datanote: Final Inflation, Eurozone, December 2023

In one line: Old news; will January and February inflation be soft enough for a March cut?

EZ Datanote: Final Inflation, Eurozone, December 2023

EZ Datanote: Final Inflation, Eurozone, December 2023

In one line: Old news; will January and February inflation be soft enough for a March cut?

EZ Datanote: Unemployment, EZ, September 2023

EZ Datanote: Unemployment, EZ, September 2023

In one line: More increases are coming.

Global Datanote: Final Manufacturing PMI, EZ, January 2024

Global Datanote: Final Manufacturing PMI, EZ, January 2024

In one line: Recession in industry appears to have found a floor.

EZ Datanote: GDP & Employment, Eurozone, Q3

EZ Datanote: GDP & Employment, Eurozone, Q3

In one line: We think GDP will fall again in Q4; surveys suggest robustness in employment growth will not last.

Global Datanote: GDP, Third Quarter, Brazil, 2023

Global Datanote: GDP, Third Quarter, Brazil, 2023

In one line: Surprisingly resilient, but high interest rates are now a drag.

PM Datanote: U.S. GDP, Q3 Advance

PM Datanote: U.S. GDP, Q3 Advance

Headline obscures weak capex; Q4 GDP growth will be weaker

PM Datanote: GDP, Chile, Q3, 2023

PM Datanote: GDP, Chile, Q3, 2023

In one line: A decent Q3, but more interest rate cuts are needed.

Global Datanote: GDP, Mexico, Q3, 2023

Global Datanote: GDP, Mexico, Q3, 2023

In one line: A stronger-than-expected Q3, but downside forces are emerging.

PM Datanote: GDP, Third Quarter, Brazil, 2023

PM Datanote: GDP, Third Quarter, Brazil, 2023

In one line: Surprisingly resilient, but high interest rates are now a drag.

PM Datanote: GDP, Colombia, Q4, 2023

PM Datanote: GDP, Colombia, Q4, 2023

In one line: A poor end to the year, but the details are less grim than the headline.

Global Datanote: CPI, Mexico, November, 2023

Global Datanote: CPI, Mexico, November, 2023

In one line: Core inflation continues to fall.

PM Datanote: GDP, Q4 advance

PM Datanote: GDP, Q4 advance

Inflation matters more than the GDP overshoot, and it looks great.

EZ Datanote: EZ Money Supply, EZ, December 2023

EZ Datanote: EZ Money Supply, EZ, December 2023

In one line: Fall in M1 is fading.

PM Datanote: Advance GDP, Mexico, Q4

PM Datanote: Advance GDP, Mexico, Q4

In one line: A soft end to the year, and H1 looks difficult; rate cuts are needed.

Global Datanote: GDP, Colombia, Q4, 2023

Global Datanote: GDP, Colombia, Q4, 2023

In one line: A poor end to the year, but the details are less grim than the headline.

EZ Datanote: ESI, EZ, January 2024

EZ Datanote: ESI, EZ, January 2024

In one line: The recovery will be slow coming.

PM Datanote: GDP, Mexico, Q3, 2023

PM Datanote: GDP, Mexico, Q3, 2023

In one line: A stronger-than-expected Q3, but downside forces are emerging.

 

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