Pantheon Macroeconomics

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53 items tagged "economics":

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.

Global Datanote: CPI, Mexico, October 2021

Global Datanote: CPI, Mexico, October 2021

In one line: Rising rapidly, putting Banxico in a difficult spot.

LatAm Datanote: CPI, Mexico, October 2021

LatAm Datanote: CPI, Mexico, October 2021

In one line: Rising rapidly, putting Banxico in a difficult spot.

EM Asia Datanote: CPI, Thailand, October

EM Asia Datanote: CPI, Thailand, October

In one line: A temporary breach of the BoT's target range is now on the cards.

LatAm Datanote: Bi-weekly CPI, Mexico, October 2021

LatAm Datanote: Bi-weekly CPI, Mexico, October 2021

In one line: Core inflation is still rising rapidly.

CHINA+ DATA WRAP 3.8.21

CHINA+ DATA WRAP 3.8.21

Still little sign of underlying inflation pressure.

CHINA+ DATA WRAP 25.6.21

CHINA+ DATA WRAP 25.6.21

Energy and education lifted the headline

US Datanote: U.S. CPI, October 2021

US Datanote: U.S. CPI, October 2021

In one line: Grim, and more to come.

PM Datanote: U.S.Existing Home Sales, October

PM Datanote: U.S.Existing Home Sales, October

In one line: The re-rebound continues, and low inventory means prices are still soaring.

PM Datanote: U.S. ISM Manufacturing, November

PM Datanote: U.S. ISM Manufacturing, November

In one line: Orders growth has slowed; supply-chain pressures easing.

PANTHEON EMERGING ASIA DATA WRAP 17.5.21

PANTHEON EMERGING ASIA DATA WRAP 17.5.21

Thailand narrowly escapes a double-dip in Q1; Oil is the biggest driver, but the WPI surge in India is broad-based

Global Datanote: BCRP Rate Decision, Peru 2021

Global Datanote: BCRP Rate Decision, Peru 2021

In one line: Starting to lay the ground for policy normalisation.

LatAm Datanote: BCRP Rate Decision, Peru  2021

LatAm Datanote: BCRP Rate Decision, Peru 2021

In one line: Policy normalisation is around the corner.

LatAm Datanote: BCCh Rate Decision, Chile, May 2021

LatAm Datanote: BCCh Rate Decision, Chile, May 2021

In one line: Policy normalisation is approaching.

LatAm Datanote: BCRP Rate Decision, Peru, June 2021

LatAm Datanote: BCRP Rate Decision, Peru, June 2021

In one line: Starting to lay the ground for policy normalisation.

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.

Global Datanote: BCRP Rate Decision, Peru, July 2021

Global Datanote: BCRP Rate Decision, Peru, July 2021

In one line: Policy normalisation is around the corner.

PANTHEON EMERGING ASIA DATA WRAP 8.10.21

PANTHEON EMERGING ASIA DATA WRAP 8.10.21

Don't read too much into the end of G-SAP

Global Datanote: BCRP Rate Decision, Peru

Global Datanote: BCRP Rate Decision, Peru

In one line: More rate hikes to come.

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.

Global Datanote: BCCh Rate Decision, Chile

Global Datanote: BCCh Rate Decision, Chile

In one line: Policy normalisation is approaching.

LatAm Datanote: BCRP Rate Decision, Peru, October 2021

LatAm Datanote: BCRP Rate Decision, Peru, October 2021

In one line: A gradual policy normalisation.

Global Datanote: BCCh Rate Decision, Chile, October 2021

Global Datanote: BCCh Rate Decision, Chile, October 2021

In one line: Neutral rates are approaching quickly.

LatAm Datanote: BCCh Rate Decision, Chile, October 2021

LatAm Datanote: BCCh Rate Decision, Chile, October 2021

In one line: Neutral rates are approaching quickly.

CHINA+ DATA WRAP 8.9.21

CHINA+ DATA WRAP 8.9.21

Government consumption behind the revisions

PANTHEON EMERGING ASIA DATA WRAP 16.8.21

PANTHEON EMERGING ASIA DATA WRAP 16.8.21

Thailand defies gravity in Q2... Q3 will be a much different story  Upstream core price pressures are still bubbling under the surface in India 

LatAm Datanote: GDP, Second Quarter, Brazil 2021

LatAm Datanote: GDP, Second Quarter, Brazil 2021

In one line: Undershooting expectations due to weak capex; services activity remains resilient.

CHINA+ DATA WRAP 18.5.21

CHINA+ DATA WRAP 18.5.21

Japan's government shot itself in the foot, while business played it safe in Q1.

LatAm Datanote: GDP, First Quarter, Brazil 2020

LatAm Datanote: GDP, First Quarter, Brazil 2020

In one line: A good start to the year thanks to resilient capex.

CHINA+ DATA WRAP 8.6.21

CHINA+ DATA WRAP 8.6.21

Not the best kind of upgrade

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.

EZ Datanote: GDP, Switzerland, Q2 2021

EZ Datanote: GDP, Switzerland, Q2 2021

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

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.

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.

CHINA+ DATA WRAP 16.9.21

CHINA+ DATA WRAP 16.9.21

No China boost for Japan

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 IPCA, Brazil, October2021

LatAm Datanote: Inflation IPCA, Brazil, October2021

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

Global Datanote: Inflation, Chile, October

Global Datanote: Inflation, Chile, October

In one line: Overshooting expectations again.

LatAm Datanote: Inflation, Chile, October 2021

LatAm Datanote: Inflation, Chile, October 2021

In one line: Overshooting expectations again.

PANTHEON EMERGING ASIA DATA WRAP 14.10.21

PANTHEON EMERGING ASIA DATA WRAP 14.10.21

Don't expect non-core disinflation to help much more in the short run

PANTHEON EMERGING ASIA DATA WRAP 14.9.21

PANTHEON EMERGING ASIA DATA WRAP 14.9.21

All eyes on the October meeting

 

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