Pantheon Macroeconomics

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100 items tagged "eurozone":

Chart of the Week 11th Jan 2023

Chart of the Week 11th Jan 2023

U.S. wage growth is looking less threatening for the Fed

Chart of the Week 4th Jan 2023

Chart of the Week 4th Jan 2023

Real M1 growth in the EZ is plunging

Chart of the Week 21st Sept 2022

Chart of the Week 21st Sept 2022

The BoE will stick to 50bp this week

Chart of the Week 16th November 2022

Chart of the Week 16th November 2022

How will Germany's yield curve un-invert?

Chart of the Week 26th October 2022

Chart of the Week 26th October 2022

Here comes another 75bp from the ECB

Chart of the Week 8th Feb 2023

Chart of the Week 8th Feb 2023

Brazil's central bank will be cutting rates in H2

Chart of the Week 15th Feb 2023

Chart of the Week 15th Feb 2023

Brazil's central bank will be cutting rates in H2

Chart of the Week 1st March 2023

Chart of the Week 1st March 2023

The German recession is still on

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?

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?

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?

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

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?

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.

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?

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?

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

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?

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

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

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 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?

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

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?

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

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?

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

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?

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, November 2023

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, November 2023

In one line: Manufacturing output is being hit by retailers running down their inventories.

PM Datanote: U.S. ISM Manufacturing Survey, November

PM Datanote: U.S. ISM Manufacturing Survey, November

Stuck in a rut, with few signs of an improvement ahead.

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, December 2023

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, December 2023

In one line: Downturn in manufacturing output has further to run.

PM Datanote: U.S. ISM Manufacturing Survey, December

PM Datanote: U.S. ISM Manufacturing Survey, December

Better than expected, but still poor.

UK Datanote: U.K. S&P Global/CIPS Services Survey, January 2024

UK Datanote: U.K. S&P Global/CIPS Services Survey, January 2024

In one line: Strengthening recovery will allow the MPC to take its time.

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, January 2024

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, January 2024

In one line: Supply chain disruptions threaten to compound the demand-driven downturn in output.

PM Datanote: ISM Manufacturing Survey, January

PM Datanote: ISM Manufacturing Survey, January

Tentative signs that manufacturing is past the worst.

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, February 2024

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, February 2024

In one line: Large bounce in the output index looks suspicious.

UK Datanote: U.K. S&P Global/CIPS Services Survey, February 2024

UK Datanote: U.K. S&P Global/CIPS Services Survey, February 2024

In one line: Growth beating the MPC's forecast, supporting services inflation.

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, October 2023

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, October 2023

In one line: The destocking process which is weighing on manufacturing output has further to run.

PM Datanote: U.S. ISM Manufacturing, October

PM Datanote: U.S. ISM Manufacturing, October

Higher rates are putting the brakes on the recovery in manufacturing.

PM Datanote: Inflation, Chile, January, 2024

PM Datanote: Inflation, Chile, January, 2024

In one line: Incompatible with prior data, but the downtrend is on track.

PM Datanote: Inflation, Chile, December, 2023

PM Datanote: Inflation, Chile, December, 2023

In one line: Disinflation is on track.

Global Datanote: Inflation IPCA-15, Brazil, March, 2024

Global Datanote: Inflation IPCA-15, Brazil, March, 2024

In one line: Back to the target range, and the near-term outlook is benign.

PM Datanote: Inflation IPCA-15, Brazil, March, 2024

PM Datanote: Inflation IPCA-15, Brazil, March, 2024

In one line: Back to the target range, and the near-term outlook is benign.

Global Datanote: Inflation, Chile, February, 2024

Global Datanote: Inflation, Chile, February, 2024

In one line: Overshooting expectations, once again, by far.

PM Datanote: Inflation, Chile, February, 2024

PM Datanote: Inflation, Chile, February, 2024

In one line: Overshooting expectations, once again, by far.

Global Datanote: Inflation, Chile, January, 2024

Global Datanote: Inflation, Chile, January, 2024

In one line: Incompatible with prior data, but the downtrend is on track.

Global Datanote: Inflation IPCA, Brazil, January, 2024

Global Datanote: Inflation IPCA, Brazil, January, 2024

In one line: Disinflation fully on track.

PM Datanote: Inflation IPCA, Brazil, January, 2023

PM Datanote: Inflation IPCA, Brazil, January, 2023

In one line: Disinflation fully on track.

PM Datanote: Inflation IPCA-15, Brazil, January

PM Datanote: Inflation IPCA-15, Brazil, January

In one line: Disinflation continues; more good news to come.

Global Datanote:  Inflation IPCA, Brazil, December, 2023

Global Datanote: Inflation IPCA, Brazil, December, 2023

In one line: Disinflation will continue.

PM Datanote: Inflation IPCA, Brazil, December, 2023

PM Datanote: Inflation IPCA, Brazil, December, 2023

In one line: Disinflation will continue.

PM Datanote: Inflation IPCA-15, Brazil, November

PM Datanote: Inflation IPCA-15, Brazil, November

In one line: Inflation remains under control.

Global Datanote: Inflation, Mexico, October, 2023

Global Datanote: Inflation, Mexico, October, 2023

In one line: Disinflation, at the headline level, remains fully on track.

PM Datanote: Inflation, Mexico, October, 2023

PM Datanote: Inflation, Mexico, October, 2023

In one line: Disinflation, at the headline level, remains fully on track.

Global Datanote: Inflation, Chile, October, 2023

Global Datanote: Inflation, Chile, October, 2023

In one line: Disinflation is fully on track.

PM Datanote: Inflation, Chile, October, 2023

PM Datanote: Inflation, Chile, October, 2023

In one line: Disinflation is fully on track.

PM Datanote: Inflation IPCA-15, Brazil, October, 2023

PM Datanote: Inflation IPCA-15, Brazil, October, 2023

In one line: Inflation under control.

UK Datanote: U.K. GDP, October 2023

UK Datanote: U.K. GDP, October 2023

In one line: A broad-based drop, but expect a recovery in the final two months of 2023.

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.

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, Mexico, Q3, 2023

PM Datanote: GDP, Mexico, Q3, 2023

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

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.

UK Datanote: U.K. GDP, September 2023

UK Datanote: U.K. GDP, September 2023

In one line: The fall in households' spending will be reversed in Q4.

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.

Global Datanote: CPI, Mexico, November, 2023

Global Datanote: CPI, Mexico, November, 2023

In one line: Core inflation continues to fall.

CHINA+ DATA WRAP 15 February 2024

CHINA+ DATA WRAP 15 February 2024

Japan's GDP shrinks unexpectedly in Q4

UK Datanote: U.K. GDP, November 2023

UK Datanote: U.K. GDP, November 2023

In one line: The underlying trend still looks flat, but a genuine recovery will take hold this year.

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.

UK Datanote: U.K. GDP, December 2023

UK Datanote: U.K. GDP, December 2023

In one line: GDP will return to a rising path in 2024; the MPC needn't panic.

UK Datanote: U.K. GDP, February 2024

UK Datanote: U.K. GDP, February 2024

In one line: GDP is on track for 0.4% quarter-to-quarter growth in Q1, beating MPC forecasts.

UK Datanote: U.K. GDP, January 2023

UK Datanote: U.K. GDP, January 2023

In one line: GDP will return to a rising path in 2024; the MPC needn't panic.

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.

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.

PM Datanote: U.S. GDP, Q3 Advance

PM Datanote: U.S. GDP, Q3 Advance

Headline obscures weak capex; Q4 GDP growth will be weaker

 

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