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

PANTHEON EM ASIA DATA WRAP 9 August 2024

Underlying sales momentum in Indonesia was fading heading into Q3

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: Monetary policy meeting, Mexico, August, 2024

  • In one line: A modest rate cut signals a shift towards further easing, with caution.

Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: Monetary policy meeting, Mexico, August, 2024

  • In one line: A modest rate cut signals a shift towards further easing, with caution.

Andrés Abadía (Chief LatAm Economist)Latin America

China+ Datanote: Exports, China, July

In one line: China's July exports disappoint market expectations

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Foreign Reserves, China, July

In one line: China’s foreign reserves rise on positive currency and asset valuation effects

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 7 August 2024

In one line: China's July export growth falls short of expectations amid slowing momentum

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Full-Month Exports, Korea, July

Korea’s export rebound disappoints markets, likely due to deeper-than-expected fall in car shipments to the US

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Manufacturing PMI, Korea, July

Korea’s manufacturing activity continues to grow in July, but at a slower pace

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Caixin Manufacturing PMI, China, July

Caixin PMI shows shrinking manufacturing activity for the first time in 9 months on extreme weather 

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 1 August 2024

In one line: Adverse weather shrinks China’s manufacturing activity; Korea’s WDA export growth slowdown likely temporary

Kelvin Lam (Senior China+ Economist)China+

US Jobless Claims

Underlying claims rising only slowly for now, but expect a faster deterioration ahead. 

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: CPI, Mexico, July, 2024

  • In one line: Non-core pressures drive significant gains, offsetting the good news in core.

Andrés Abadía (Chief LatAm Economist)Latin America

Global Datanote: CPI, Mexico, July, 2024

  • In one line: Non-core pressures drive significant gains, offsetting the good news in core.

Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: CPI, Chile, July, 2024

  • In one line: Inflation rebounds driven by rising electricity tariffs.

Andrés Abadía (Chief LatAm Economist)Latin America

UK Datanote: UK Report on Jobs Survey, July 2024

  • In one line: Jobs market rebounding but wage growth stays soft for now.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK RICS Residential Market Survey, July 2024

  • In one line: House price inflation edged down in July, but will accelerate as mortgage rates fall.

Rob Wood (Chief UK Economist)UK

PANTHEON EM ASIA DATA WRAP 8 August 2024

Ignore the consensus-matching Q2 y/y print, Philippine consumption is in recession
The RBI keeps up the inflation-fighting talk
Malaysian fuel sales take a hit from subsidy removal

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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