Pantheon Macroeconomics

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50 items tagged "investment opportunities":

China+ Datanote: PBoC Policy Decision, China, November

China+ Datanote: PBoC Policy Decision, China, November

China's lending rates on hold as fiscal policy takes the leading role

CHINA+ DATA WRAP 20 NOVEMBER 2023: Lending rates on hold

CHINA+ DATA WRAP 20 NOVEMBER 2023: Lending rates on hold

China's lending rates on hold as fiscal policy takes the leading role

China+ Datanote: Money & Credit, China, October

China+ Datanote: Money & Credit, China, October

Stepped-up government bond issue stabilises credit growth against property sector downdraft

China+ Datanote : PPI, China, October

China+ Datanote : PPI, China, October

Producer prices fall at a faster pace, thanks to volatility in global energy and commodity prices

China+ Datanote : FX Reserves, China, October

China+ Datanote : FX Reserves, China, October

China FX reserves fall for the third straight month as capital outflow continues

China+ Datanote : Caixin Manufacturing PMI, China, October

China+ Datanote : Caixin Manufacturing PMI, China, October

China's manufacturing sector hit a soft patch in October

CHINA+ DATA WRAP 30 OCTOBER 2023

CHINA+ DATA WRAP 30 OCTOBER 2023

The BoJ makes tweak to yield curve control policy, while expecting core inflation to fall in 2024

China+ Datanote: PBoC Policy Decision, China, October

China+ Datanote: PBoC Policy Decision, China, October

China's LPR rate on hold, after the promising Q3 economic figures

CHINA+ DATA WRAP 16 OCTOBER 2023: The PBoC keeps the MLF rate on hold for now

CHINA+ DATA WRAP 16 OCTOBER 2023: The PBoC keeps the MLF rate on hold for now

The PBoC keeps the MLF rate on hold for now; a cut is likely by year-end

PM Datanote: U.S. Advance Goods Trade, October

PM Datanote: U.S. Advance Goods Trade, October

Net trade unlikely to be a major swing factor in Q4 GDP growth.

PM Datanote: U.S. Advance Goods Trade & Orders/Jobless Claims

PM Datanote: U.S. Advance Goods Trade & Orders/Jobless Claims

Core orders nudging up; jobless claims likely will rise further through year-end.

Global Datanote: Trade, Indonesia, October

Global Datanote: Trade, Indonesia, October

In one line: A solid start to Q4 for exports.

EM Asia Datanote: Trade, India, October

EM Asia Datanote: Trade, India, October

In one line: Why we aren't panicking about the record deficit.

EM Asia Datanote: Trade, India, November

EM Asia Datanote: Trade, India, November

In one line: We told you not to panic about October's record deficit; you're welcome.

UK Datanote: U.K. International Trade, October 2023

UK Datanote: U.K. International Trade, October 2023

In one line: Narrowing trend to re-emerge during the rest of Q4.

UK Datanote: U.K. International Trade, November 2023

UK Datanote: U.K. International Trade, November 2023

In one line: Narrowing trend to re-emerge during the rest of Q4.

PM Datanote: U.S. Producer Prices, November

PM Datanote: U.S. Producer Prices, November

Margins have stopped rising, but yet to start falling, auto dealers excepted.

UK Datanote: U.K. Nationwide House Prices, November 2023

UK Datanote: U.K. Nationwide House Prices, November 2023

In one line: Don't get too excited about the prospect of a sustained recovery just yet,

UK Datanote: U.K. Nationwide House Prices, October 2023

UK Datanote: U.K. Nationwide House Prices, October 2023

In one line: Not the start of a recovery, yet.

PM Datanote: Inflation, Mexico, October, 2023

PM Datanote: Inflation, Mexico, October, 2023

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

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.

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.

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.

EZ Datanote: Unemployment, EZ, September 2023

EZ Datanote: Unemployment, EZ, September 2023

In one line: More increases are coming.

Global Datanote: CPI, Mexico, November, 2023

Global Datanote: CPI, Mexico, November, 2023

In one line: Core inflation continues to fall.

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.

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.

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.

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.

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.

EZ Datanote: EZ Money Supply, EZ, December 2023

EZ Datanote: EZ Money Supply, EZ, December 2023

In one line: Fall in M1 is fading.

CHINA+ DATA WRAP 8 DECEMBER 2023: Japan revises down Q3 GDP, notably consumption

CHINA+ DATA WRAP 8 DECEMBER 2023: Japan revises down Q3 GDP, notably consumption

Japan's revised Q3 GDP reveals weak private consumption demandNominal wage growth picked up in October

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.

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.

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.

CHINA+ DATA WRAP 15 February 2024

CHINA+ DATA WRAP 15 February 2024

Japan's GDP shrinks unexpectedly in Q4

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: 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: 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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