Pantheon Macroeconomics

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Pantheon Publications

Below is a list of our Publications for the last 6 months. If you are looking for reports older than 6 months please email info@pantheonmacro.com, or contact your account rep.

Please use the filters on the right to search for a specific date or topic.

Global

Global Datanote: Bank Negara Malaysia Decision

  • In one line: Optimistic on growth but increased uncertainty on inflation.

Moorthy Krshnan (Senior Asia Economist)Global

Global Datanote: CPI, Brazil, June, 2024

  • In one line: Temporary pressures but underlying trends under control. 

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: CPI, Mexico, June, 2024

  • In one line: Core improvement amid weather-driven pressures.

Andrés Abadía (Chief LatAm Economist)Global

10 July 2024 Global Monitor A fragmented parliament in France; what happens next?

  • US - Fears of a labor market downturn will supplant inflation worries at the Fed
  • EUROZONE - Right wing in France suffers defeat, as do French pollsters
  • UK - Huge Labour majority will usher in modestly better growth
  • CHINA+ - PBoC preparing to boost long-term bond yields
  • EM ASIA - June CPI laying the groundwork for BSP and BoT cuts next month
  • LATAM - Brazil’s economic tightrope; the COPOM faces a balancing act

Ian Shepherdson (Chief Economist, Chairman and Founder)Global

Global Datanote: Final PMIs, Eurozone, June

In one line: Upward revision doesn’t change picture of cooling output growth in June.

Melanie Debono (Senior Eurozone Economist)Global

3 July 2024 Global Monitor Spain outperforming on and off the football pitch

  • US - May’s PCE data show the Fed has already done more than enough
  • Eurozone - We’re lifting our EZ GDP growth forecasts for Q2, by 0.1pp to 0.3%
  • UK - Forecast review: Cutting through a storm of strong data
  • China+ - China’s light industry outperforms heavy industry, amid soft demand
  • EM Asia - Thailand’s year-end digital cash handout will be no silver bullet
  • LatAm - Banxico holds rates steady but signals potential for future cuts

Ian Shepherdson (Chief Economist, Chairman and Founder)Global

Global Datanote: Advance Inflation, Eurozone, June

In one line: Virtually unchanged, but still on track for around 2% by August. 

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: CPI, Indonesia, June

  • In one line: Food disinflation intensifies, returning the headline back to BI’s target.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: A more dovish hold, unfazed by the peso’s wobble.

Miguel Chanco (Chief EM Asia Economist)Global

25 June 2024 Global Monitor Soaring shipping costs will lift US inflation only slightly

  • US - Trebling of shipping costs likely to add 0.04pp at most to core PCE inflation
  • EUROZONE - EZ PMIs stumbled at the end of Q2; will they pick up again in Q3?
  • UK - The MPC is itching to cut, so two rate reductions this year are likely
  • CHINA+ - Japan’s stagflation conundrum; service sector at risk of stagnation
  • EM ASIA - A reprieve for Singapore’s long-suffering semiconductor sector
  • LATAM - Mexican economy falters amid challenges and uncertainty

Ian Shepherdson (Chief Economist, Chairman and Founder)Global

Global Datanote: Advance PMIs, Eurozone, June 2024

In one line: Slower but still decent growth and price pressures are easing.

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Monetary policy meeting, Brazil, June, 2024

  • In on line: A hawkish hold, prioritising inflation anchoring, and restoring credibility.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Bank Indonesia Decision

  • In one line: A non-event; expect more of the same through Q3.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: BCCh Rate Decision, Chile, June, 2024

  • In one line: Gradual rate cuts, with potential pauses, amid temporary inflation pressures and economic recovery.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Trade, Indonesia, May

  • In one line: Q2 exports now look salvageable, after a sturdy May.

Miguel Chanco (Chief EM Asia Economist)Global

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independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence