Pantheon Macroeconomics

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77 items tagged "china":

Question of the Week, WC 7th Oct

Question of the Week, WC 7th Oct

Are there any signs of a Chinese recovery yet? Freya Beamish discusses

Question of the Week, WC 28th Oct

Question of the Week, WC 28th Oct

What do the protests mean for Chile's economy?

Question of the Week, WC 11th November

Question of the Week, WC 11th November

Is Japan's pending 15-month anything to write home about?

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.

Question of the Week, WC 21st Oct

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 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.S. Webinar June 2020: What does the Covid Second Wave Mean for the Economy, Policy and Markets?

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?

U.S. Webinar March 2020: The U.S. Economy: Navigating Through the Coronavirus Outbreak

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

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 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.

Global Datanote: CPI, Indonesia, September 2021

Global Datanote: CPI, Indonesia, September 2021

In one line: Early signs of the reopening lift.

EM Asia Datanote: CPI, Indonesia, July

EM Asia Datanote: CPI, Indonesia, July

In one line: Core pressures are rebuilding.

US Datanote: U.S. NAHB Homebuilder Survey, June

US Datanote: U.S. NAHB Homebuilder Survey, June

In one line: Still accelerating.

EZ Datanote: Sentix, Eurozone, May 2021

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

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

EM Asia Datanote: Trade, Indonesia, May 2021

In one line: The honeymoon period for exports is nearly over.

Global Datanote: Trade, Indonesia, May 2021

Global Datanote: Trade, Indonesia, May 2021

In one line: The honeymoon period for exports is nearly over.

UK Datanote: U.K. GDP, August 2021

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

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

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

UK Datanote: U.K. CBI Distributive Trades Survey, May 2021

U.K. CBI Distributive Trades Survey, May 2021

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.

EM Asia Datanote: CPI, Indonesia, 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

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

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

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

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

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

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

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

EZ Datanote: ZEW, Germany, September

In one line: More evidence that activity peaked midway through Q3

PANTHEON EMERGING ASIA DATA WRAP 25.5.21

PANTHEON EMERGING ASIA DATA WRAP 25.5.21

Ramadan demand is coming in hot.

PANTHEON EMERGING ASIA DATA WRAP 17.6.21

PANTHEON EMERGING ASIA DATA WRAP 17.6.21

Boosted by a more normal Ramadan

PANTHEON EMERGING ASIA DATA WRAP 19.8.21

PANTHEON EMERGING ASIA DATA WRAP 19.8.21

Spending was squeezed even before the anti-Delta curbs were imposed

PANTHEON EMERGING ASIA DATA WRAP 23.7.21

PANTHEON EMERGING ASIA DATA WRAP 23.7.21

ASEAN's Delta woes are starting to show in Thai exports

EM Asia Datanote: Bangko Sentral ng Pilipinas Decision, September 2021

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

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

Global Datanote: CPI, Indonesia, September

In one line: Oil effects are seeping into inflation, just.

PANTHEON EMERGING ASIA DATA WRAP 21.5.21

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

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

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

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

PANTHEON EMERGING ASIA DATA WRAP 18.8.21

Delta hits two-way trade in Indonesia, but prices remain very supportive for export earnings

PANTHEON EMERGING ASIA DATA WRAP 9.7.21

PANTHEON EMERGING ASIA DATA WRAP 9.7.21

A disappointing show after the Covid damage in April.

PANTHEON EMERGING ASIA DATA WRAP 24.6.21

PANTHEON EMERGING ASIA DATA WRAP 24.6.21

Waning DM demand is really starting to hurt.

PANTHEON EMERGING ASIA DATA WRAP 9.6.21

PANTHEON EMERGING ASIA DATA WRAP 9.6.21

Base effects mask a correction in two-way trade

EM Asia Datanote: Bangko Sentral ng Pilipinas Decision, May 2021

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

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 7.9.21

PANTHEON EMERGING ASIA DATA WRAP 7.9.21

The door remains firmly shut for a surprise rate cut

PANTHEON EMERGING ASIA DATA WRAP 6.9.21

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

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, Q3 2021

EZ Datanote: SNB Rate Decision, Q3 2021

In one line: No change to policy until at least 2024.

EZ Datanote: SNB Rate Decision, Q2 2021

EZ Datanote: SNB Rate Decision, Q2 2021

In one line: Another non-event; interest rates to stay on hold until at least 2024.

EZ Datanote: GDP, Switzerland, Q2 2021

EZ Datanote: GDP, Switzerland, Q2 2021

In one line: Swiss economy remains in a league of its own.

PANTHEON EMERGING ASIA DATA WRAP 5.11.21

PANTHEON EMERGING ASIA DATA WRAP 5.11.21

The Philippines flatlined in Q1; Q2 will be much worse.

 

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