Pantheon Macro
@pantheonmacro
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http://www.PantheonMacro.com 31-03-2014 18:18:42
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"Fiscal strain and rising policy uncertainty" Andres Abadia ow.ly/M8qy50TqCMQ #PantheonMacro
"FOMC expects 25bp easings ahead, but labor data will force a faster pace" Samuel Tombs ow.ly/P8UN50TqCPE #PantheonMacro
"The Fed goes big, but the ECB will stay focused on domestic data" Claus Vistesen ow.ly/1LMi50Trtz6 #PantheonMacro
"Brazil’s BCB hikes Selic rate, with a hawkish tone, for now" Andres Abadia ow.ly/KGfi50TrtYp #PantheonMacro
"Struggling seasonals likely the real driver of the drop in jobless claims" Samuel Tombs ow.ly/9Xag50Tru3R #PantheonMacro
"Governor Ueda downplays inflation risks, so an October hike’s unlikely" Duncan Wrigley ow.ly/2Ipf50TsRne #PantheonMacro
"Does India truly deserve to be the darling among EMs?" Miguel Chanco ow.ly/yxru50TsRr2 #PantheonMacro
"INSEE business survey data stabilising, but still weak overall" Claus Vistesen ow.ly/BMzM50TsRvU #PantheonMacro
"Colombia’s economy starts Q3 solidly, but policy shifts are a threat" Andres Abadia ow.ly/FpOQ50TsRER
"The Fed will abandon plans for a modest, slow easing cycle" Samuel Tombs ow.ly/Fj9650TsRLK #PantheonMacro
"India’s sliding PMIs—on both fronts—point to just 5% Q3 growth" Miguel Chanco ow.ly/13xr50TtZEX #PantheonMacro
"Sinking September PMIs put an October rate cut back in the frame" Claus Vistesen ow.ly/Zyhb50TtZGt #PantheonMacro
"Solid start to Q3 in Mexico, but persistent challenges ahead" Andres Abadia ow.ly/3luH50TtZNh #PantheonMacro
"GDP revisions should fix puzzle of falling corporate interest payments" Samuel Tombs ow.ly/LgVf50TtZSR #PantheonMacro
