Pantheon Macroeconomics

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53 items tagged "macro research":

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.

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.

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.

PANTHEON EMERGING ASIA DATA WRAP 15.7.21

PANTHEON EMERGING ASIA DATA WRAP 15.7.21

Imports were due a m/m bounce back

PANTHEON EMERGING ASIA DATA WRAP 9.7.21

PANTHEON EMERGING ASIA DATA WRAP 9.7.21

A disappointing show after the Covid damage in April.

PANTHEON EMERGING ASIA DATA WRAP 24.6.21

PANTHEON EMERGING ASIA DATA WRAP 24.6.21

Waning DM demand is really starting to hurt.

PANTHEON EMERGING ASIA DATA WRAP 9.6.21

PANTHEON EMERGING ASIA DATA WRAP 9.6.21

Base effects mask a correction in two-way trade

PANTHEON EMERGING ASIA DATA WRAP 21.5.21

PANTHEON EMERGING ASIA DATA WRAP 21.5.21

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

PANTHEON EMERGING ASIA DATA WRAP 20.5.21

PANTHEON EMERGING ASIA DATA WRAP 20.5.21

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

PANTHEON EMERGING ASIA DATA WRAP 18.8.21

PANTHEON EMERGING ASIA DATA WRAP 18.8.21

Delta hits two-way trade in Indonesia, but prices remain very supportive for export earnings

CHINA+ DATA WRAP 29.10.21

CHINA+ DATA WRAP 29.10.21

Tokyo inflation lends credence to BoJ messaging Another day, another injection, another last minute payment

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: U.K. Flash PMIs, May 2021

Global Datanote: U.K. Flash PMIs, May 2021

In one line: Prices likely won't continue to rise at May's rapid pace.

UK Datanote: U.K. Car Registrations, May 2021

UK Datanote: U.K. Car Registrations, May 2021

In one line: Still below pre-Covid levels, though a full recovery next year is in sight.

LatAm Datanote: Banxico Announcement, Mexico, May 2021

LatAm Datanote: Banxico Announcement, Mexico, May 2021

Banxico Announcement, Mexico, May 2021

CHINA+ DATA WRAP 19.11.21 Few surprises from Japanese inflation

CHINA+ DATA WRAP 19.11.21 Few surprises from Japanese inflation

Another month dominated by transitory effects for Japanese prices Kishida starts his new term with a Big Bang

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

PANTHEON EMERGING ASIA DATA WRAP 7.10.21

PANTHEON EMERGING ASIA DATA WRAP 7.10.21

No direct Delta hit, but sales remain stagnant

PANTHEON EMERGING ASIA DATA WRAP 8.7.21

PANTHEON EMERGING ASIA DATA WRAP 8.7.21

Lacklustre recovery preserved, for now, but headwinds beyond Covid are emerging.

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

CHINA+ DATA WRAP 22.11.21 Hope for growth from the PBoC and Korean exports

CHINA+ DATA WRAP 22.11.21 Hope for growth from the PBoC and Korean exports

Preliminary Korean data gives reason for hope on trade, despite the slowdown PBOC stands pat, but easing is on the way - just not for the property sector

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

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 

US Datanote: U.S. Empire State Survey, May 2021

US Datanote: U.S. Empire State Survey, May 2021

U.S. Empire State Survey, May 2021

EZ Datanote: GDP, Switzerland, Q2 2021

EZ Datanote: GDP, Switzerland, Q2 2021

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

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.

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.

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.  

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.

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.

CHINA+ DATA WRAP 8.6.21

CHINA+ DATA WRAP 8.6.21

Not the best kind of upgrade

EZ Datanote: Advance GDP, Spain, Q3

EZ Datanote: Advance GDP, Spain, Q3

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

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.

EZ Datanote: Detailed Q3 GDP, Italy

EZ Datanote: Detailed Q3 GDP, Italy

In one line: Q3's stellar performance was driven by consumption; Q4 will see slower spending.

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, 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 16.9.21

CHINA+ DATA WRAP 16.9.21

No China boost for Japan

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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