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

EM Asia Datanote: Retail Sales, Taiwan, July

  • In one line: Slow start to Taiwanese retail spending growth in Q3. 

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PM Datanote: Existing Home Sales, July

Expect a small rise in H2 sales, but the weakening labor market will constrain activity.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: US S&P Global Composite PMI, August

Clearer signs that services sector employment is rolling over.

Oliver Allen (Senior US Economist)US

PM Datanote: US Jobless Claims, August 17

Underlying claims have plateaued, and will probably slip back in the near term.

Oliver Allen (Senior US Economist)US

UK Datanote: U.K. CBI Industrial Trends Survey, August

  • In one line: CBI orders and prices rebound as expected in August.

Andrés Abadía (Chief LatAm Economist)UK

UK Datanote: UK Flash PMIs, August 2024

  • In one line: The PMI signals faster growth and slower inflation, but the employment balances will worry the MPC.

Samuel TombsUK

EZ Datanote: Advance PMIs, Eurozone, August 2024

In one line:  Activity springs back up again thanks to the Olympics. 

Melanie Debono (Senior Eurozone Economist)Eurozone

Global Datanote: Advance PMIs, France, August 2024

In one line: Services boosted by the Olympics; manufacturing is sinking without a trace.

Claus Vistesen (Chief Eurozone Economist)Global

EZ Datanote: Advance PMIs, France, August 2024

In one line: Services boosted by the Olympics; manufacturing is sinking without a trace.

Claus Vistesen (Chief Eurozone Economist)Eurozone

UK Datanote: UK Public Finances, July 2024

  • In one line:Spending is already overshooting Budget forecasts, government borrowing will exceed the Budget forecasts.

Rob Wood (Chief UK Economist)UK

Global Datanote: Bank Indonesia Decision

  • In one line: Still sticking to our call for Q4 easing, but a September move can’t be ruled out.

Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: Bank Indonesia Decision

  • In one line: Still sticking to our call for Q4 easing, but a September move can’t be ruled out.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: Bank of Thailand Decision

  • In one line: Still believe that cuts are just around the corner.

Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: Bank of Thailand Decision

  • In one line: Still believe that cuts are just around the corner.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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