Pantheon Macroeconomics

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53 items tagged "japan":

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.

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.

LatAm Datanote: Banxico Announcement, Mexico, May 2021

LatAm Datanote: Banxico Announcement, Mexico, May 2021

Banxico Announcement, Mexico, May 2021

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.

US Datanote: U.S. Employment, May 2021

US Datanote: U.S. Employment, May 2021

In one line: Inconclusive.

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.

Global Datanote: ECB Strategic Policy Review 8.7.21

Global Datanote: ECB Strategic Policy Review 8.7.21

In one line: A new inflation target, mostly the same as the old.

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

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

In one line: Heading north rapidly; Banxico will have to hike further.

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.

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.

LatAm Datanote: BCCh Rate Decision, Chile, May 2021

LatAm Datanote: BCCh Rate Decision, Chile, May 2021

In one line: Policy normalisation is approaching.

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.

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.

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, October 2021

LatAm Datanote: BCCh Rate Decision, Chile, October 2021

In one line: Neutral rates are approaching quickly.

Global Datanote: CPI, Indonesia, November

Global Datanote: CPI, Indonesia, November

In one line: More evidence that the government is allowing prices to rise faster.

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

Global Datanote: BCRP Rate Decision, Peru

In one line: More rate hikes to come.

Global Datanote: BCCh Rate Decision, Chile

Global Datanote: BCCh Rate Decision, Chile

In one line: Policy normalisation is approaching.

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, 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.

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.

LatAm Datanote: GDP, Colombia, Q3 2021

LatAm Datanote: GDP, Colombia, Q3 2021

In one line: A solid Q3, and the near-term looks benign.

EZ Datanote: GDP, Switzerland, Q2 2021

EZ Datanote: GDP, Switzerland, Q2 2021

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

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.

EZ Datanote:  Advance GDP, Spain, Q2 2021

EZ Datanote: Advance GDP, Spain, Q2 2021

In one line: Stellar Q2 for Spain, Q3 should be even better.  

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.

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.

11 Oct 2021 August GDP Growth Likely just Half the Rate Anticipated by the MPC

11 Oct 2021 August GDP Growth Likely just Half the Rate Anticipated by the MPC

We look for a 0.6% month-to-month rise in August GDP, half that needed to meet the MPC's Q3 forecast. A recovery in car production and a jump in restaurant diner numbers likely boosted overall GDP growth... ...But further falls in retail sales and Covid-related health spending probably countered these supports.

EZ Datanote: Advance GDP, Spain, Q3

EZ Datanote: Advance GDP, Spain, Q3

In one line: Disappointing rise in GDP in Q3 for Spain.

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

US Datanote: U.S. Jobless Claims 6 3 2021

US Datanote: U.S. Jobless Claims 6 3 2021

In one line: Falling, relentlessly.

US Datanote: U.S. Jobless Claims, 7 8 2021

US Datanote: U.S. Jobless Claims, 7 8 2021

In one line: July 4/auto retooling noise makes the weekly data hard to read; the trend is falling.

US Datanote: U.S. Jobless Claims, 7 1 2021

US Datanote: U.S. Jobless Claims, 7 1 2021

In one line: Still falling, with further to go.

Global Datanote: Banxico Announcement, Mexico 2021

Global Datanote: Banxico Announcement, Mexico 2021

In one line: The tightening cycle continues, with just one dissenter.

US Datanote: FOMC Statement, November 2021

US Datanote: FOMC Statement, November 2021

In one line: Tapering begins, but "transitory" inflation - with risks - is still the key story.

LatAm Datanote: Banxico Announcement, Mexico 2021

LatAm Datanote: Banxico Announcement, Mexico 2021

In one line: The tightening cycle likely will continue, despite the dissenters.

US Datanote: U.S. Jobless Claims 8 26 2021

US Datanote: U.S. Jobless Claims 8 26 2021

In one line: Trend still falling, but claims say nothing about the pace of hiring.

 

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