Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

58 items tagged "housing market":

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 7th December 2022

Chart of the Week 7th December 2022

Payrolls are slowing, but wage growth is still robust.

Chart of the Week 12th October 2022

Chart of the Week 12th October 2022

The pain in the U.S. housing market continues

Chart of the Week 5th October 2022

Chart of the Week 5th October 2022

Brazil's presidential run-off is too close to call

Chart of the Week 8th March 2023

Chart of the Week 8th March 2023

It's premature to talk about a recovery in U.S. housing

Chart of the Week 2nd November 2022

Chart of the Week 2nd November 2022

Brazil's political landscape is changing

Chart of the Week 15th March 2023

Chart of the Week 15th March 2023

The ECB will stick to the plan of a 50bp hike this week

EZ Datanote: Trade Balance, Eurozone, August 2023

EZ Datanote: Trade Balance, Eurozone, August 2023

In one line: Did net trade in goods boost GDP in Q3?

China+ Datanote: 20-Day Exports, Korea, April

China+ Datanote: 20-Day Exports, Korea, April

In one line: Solid Korean 20-day export growth driven by chips demand

PM Datanote: US CPI, March

PM Datanote: US CPI, March

Ouch. June is now a much longer shot.

EM Asia Datanote: CPI, Taiwan, March

EM Asia Datanote: CPI, Taiwan, March

In one line: Festive demand-driven increases unwind.

EZ Datanote:  Inflation, Switzerland, March 2024

EZ Datanote: Inflation, Switzerland, March 2024

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

EZ Datanote: EC Sentiment, Eurozone, October 2023

EZ Datanote: EC Sentiment, Eurozone, October 2023

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

EM Asia Datanote: WPI, India, March

EM Asia Datanote: WPI, India, March

In one line: A simultaneous easing in manufactured products and fuel & power deflation.

PM Datanote: US Chicago PMI, March

PM Datanote: US Chicago PMI, March

Disappointing but not definitive.

EM Asia Datanote: Trade, Taiwan, March

EM Asia Datanote: Trade, Taiwan, March

In one line: Export growth leaps back to double-digits.

PM Datanote: US FOMC Minutes, March

PM Datanote: US FOMC Minutes, March

Some downside growth risks recognized, but attention still mostly on inflation

PM Datanote: US PPI: Goods disinflation continues; margins and other services still sticky

PM Datanote: US PPI: Goods disinflation continues; margins and other services still sticky

Goods disinflation continues; margins and other services still sticky.

PM Datanote: US Retail Sales, March

PM Datanote: US Retail Sales, March

Consumption is still booming...for now

EM Asia Datanote: Trade, India, March

EM Asia Datanote: Trade, India, March

In one line: Little real good news from the smallest deficit in nearly a year.

Global Datanote: Trade, Indonesia, March

Global Datanote: Trade, Indonesia, March

In one line: Things are suddenly turning up for exports.

EM Asia Datanote: Retail Sales, Taiwan, March

EM Asia Datanote: Retail Sales, Taiwan, March

In one line: Post-festive spending fatigue hits growth.

PM Datanote: US Durable Goods Orders, March

PM Datanote: US Durable Goods Orders, March

Rounding off another weak quarter for equipment investment.

EZ Datanote: ISTAT Business Confidence, Italy, October 2023

EZ Datanote: ISTAT Business Confidence, Italy, October 2023

In one line: Likely recession in Q3 to continue to year-end.

EZ Datanote: Detailed Inflation/Construction, Eurozone, Sep/Aug

EZ Datanote: Detailed Inflation/Construction, Eurozone, Sep/Aug

In one line: The start of a sustained drop in inflation; construction reverses July's gain in August.

China+ Datanote: LPR, China, April

China+ Datanote: LPR, China, April

In one line: China's LPR remains unchanged in April

China+ Datanote: Current Account Balance, China, Q4

China+ Datanote: Current Account Balance, China, Q4

China's current account surplus fell again in Q4, to just 1.5% of GDP

EM Asia Datanote: Central Bank of the Republic of China (Taiwan) Decision

EM Asia Datanote: Central Bank of the Republic of China (Taiwan) Decision

In one line: Anticipated hike to electricity tariffs spooks the CBC into a surprise hike.

CHINA+ DATA WRAP 15 April 2024: MLF rate unchanged

CHINA+ DATA WRAP 15 April 2024: MLF rate unchanged

The PBoC keeps the MLF rate on hold, despite slowing credit growth

Global Datanote: Central Bank of the Republic of China (Taiwan) Decision

Global Datanote: Central Bank of the Republic of China (Taiwan) Decision

In one line: Anticipated hike to electricity tariffs spooks the CBC into a surprise hike.

PM Datanote: CPI Annual Seasonal Revisions

PM Datanote: CPI Annual Seasonal Revisions

All that excitement for nothing.

EZ Datanote:  ISTAT Confidence, Italy, April

EZ Datanote: ISTAT Confidence, Italy, April

In one line: Confidence eases.

Global Datanote: U.K. S&P Global/CIPS Flash PMIs, February 2024

Global Datanote: U.K. S&P Global/CIPS Flash PMIs, February 2024

In one line: Still consistent with GDP growth exceeding the MPC's forecast, and a very gradual slowing in services CPI inflation.

Global Datanote: U.K. S&P Global/CIPS Flash PMIs, December 2023

Global Datanote: U.K. S&P Global/CIPS Flash PMIs, December 2023

In one line: Further recovery should ease recession fears.

Global Datanote: Advance PMIs, Eurozone, December 2023

Global Datanote: Advance PMIs, Eurozone, December 2023

In one line: The EZ is in recession.

EZ Datanote: Advance PMIs, Eurozone, December 2023

EZ Datanote: Advance PMIs, Eurozone, December 2023

In one line: The EZ is in recession.

Global Datanote: U.K. S&P Global/CIPS Flash PMIs, November 2023

Global Datanote: U.K. S&P Global/CIPS Flash PMIs, November 2023

In one line: Further reassurance a recession isn't developing.

Global Datanote: SNB Rate Decision, Q4 2023

Global Datanote: SNB Rate Decision, Q4 2023

In one line: A clear dovish shift; rate cuts are next.

EZ Datanote:  SNB Rate Decision, Q4 2023

EZ Datanote: SNB Rate Decision, Q4 2023

In one line: A clear dovish shift; rate cuts are next.

Global Datanote: Final PMIs, Eurozone, January

Global Datanote: Final PMIs, Eurozone, January

In one line: The periphery saves the day.

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: Final PMIs, Eurozone, November 2023

EZ Datanote: Final PMIs, Eurozone, November 2023

In one line: Upward revision not a game changer.

Global Datanote: Final PMIs, Eurozone, November 2023

Global Datanote: Final PMIs, Eurozone, November 2023

In one line: Upward revision not a game changer.

EZ Datanote: Final Manufacturing PMI, EZ, January 2024

EZ Datanote: Final Manufacturing PMI, EZ, January 2024

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

Global Datanote: Final Manufacturing PMI, EZ, March 2024

Global Datanote: Final Manufacturing PMI, EZ, March 2024

In one line: Still touch and go for the recovery in EZ industry.

EZ Datanote: Final PMIs, Eurozone, January

EZ Datanote: Final PMIs, Eurozone, January

In one line: The periphery saves the day.

EZ Datanote: Final Manufacturing PMI, EZ, March 2024

EZ Datanote: Final Manufacturing PMI, EZ, March 2024

In one line: Still touch and go for the recovery in EZ industry.

EZ Datanote: Final Manufacturing PMIs, Eurozone, October 2023

EZ Datanote: Final Manufacturing PMIs, Eurozone, October 2023

In one line: No end in sight for the recession in EZ manufacturing.

Global Datanote:  Final Manufacturing PMIs, Eurozone, October 2023

Global Datanote: Final Manufacturing PMIs, Eurozone, October 2023

In one line: No end in sight for the recession in EZ manufacturing.

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: 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.

EZ Datanote: ESI, EZ, January 2024

EZ Datanote: ESI, EZ, January 2024

In one line: The recovery will be slow coming.

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.

 

Sign up for your complimentary trial

To start your complimentary trial, highlight the areas you are interested in subcribing to and click next.

United States

Eurozone

United Kingdom

China +

Emerging Asia

Latin America

Next

 
Consistently Right
Access Key Enabled Navigation
Keywords for: Search

Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence