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.

Datanotes

PM Datanote: US Advance Goods Trade, August

Net trade probably only a small drag on headline growth in Q3.

Oliver Allen (Senior US Economist)US

EZ Datanote: EC ESI, EZ, September 2024

In one line: Down, like the PMI, and dovish on inflation and wages.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Unemployment, Germany, September & ECB CES, EZ, August

In one line: Jobless claims in Germany rise again; EZ inflation expectations cool further.

Melanie Debono (Senior Eurozone Economist)Eurozone

PM Datanote: US Durable Goods Orders, August

Underlying equipment investment is still weak, but computers and aircraft are red hot.

Oliver Allen (Senior US Economist)US

China+ Datanote: Politburo, China, September

Politburo confirms top-level priority on achieving growth target, but only hints at further fiscal support

Duncan WrigleyChina+

Global Datanote: SNB Rate Decision, Q3 2024

In one line: Thomas Jordan ends reign as SNB Chairman with a cut; more easing is on the way.  

Melanie Debono (Senior Eurozone Economist)Global

EZ Datanote: SNB Rate Decision, Q3 2024

In one line: Thomas Jordan ends reign as SNB Chairman with a cut; more easing is on the way.  

Melanie Debono (Senior Eurozone Economist)Eurozone

PM Datanote: US New Home Sales, August

Suspiciously strong and likely to drop back from here.

Oliver Allen (Senior US Economist)US

China+ Datanote: MLF Rate, China, September

MLF rate cut in line with expectations after the PBoC's monetary easing plan yesterday

Duncan WrigleyChina+

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Keywords for: Publications

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