Pantheon Macroeconomics
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U.S. Webinar July 2023: THE FED PROBABLY IS DONE... ...DISINFLATION MOMENTUM IS BUILDING
What is the ECB's reaction functions?
Will Italy and Spain Continue to Outperform?
TWO MORE FED HIKES ARE NOT BAKED-IN...PAYROLL GROWTH AND CORE INFLATION ARE SET TO SLOW
How Much Further Does The MPC Need To Go To Suppress Inflation?
How Much Further Does The MPC Need To Go To Suppress Inflation?
Recession Risk Is Mostly In The Business Sector...But Consumption Is Slowing Too
Is The ECB Done?
Recession Incoming...The Labour Market Is Set To Weaken
The ECB Is Still Focused On Rising Core Inflation; Is It Making A Policy Error?
This Is Not 2008, But The Crisis Is Deflationary....How Will The Fed Respond?
Does The MPC Still Need To Trigger A Recession To Get CPI Inflation Sustainably Back To Target?
China Is Prioritising Domestic Expansion As It Reopens...But How Much Policy Support Is Coming Out Of The NPC
U.S. Webinar February 2023: Broad Disinflation Pressure Is Building....Further Hikes Risk An Unnecessary Recession
Global Webinar January 2023: The Global Economy in 2023 - More Turbulence Ahead, but Inflation will Calm
U.K. Webinar with Samuel Tombs
U.S. Webinar with Ian Shepherdson
Eurozone Webinar with Claus Vistesen
China+ Webinar with Craig Botham
U.K. Webinar with Samuel Tombs
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence