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 7 August 2024

Thai inflation will return to the target range in the next few months
Sales volumes in the Philippines suffer a second straight q/q drop

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

UK Datanote: Construction PMI, July 2024

  • In one line: The Construction PMI roars ahead.

Rob Wood (Chief UK Economist)UK

EZ Datanote: Retail Sales, EZ, June 2024

In one line: Sales fell, but German data are missing again.

Melanie Debono (Senior Eurozone Economist)Eurozone

EM Asia Datanote: CPI, Taiwan, July

  • In one line: Imported inflation puts pressure on commodity inflation.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 6 August 2024

First BSP rate cut delayed to October
The net trade story will be painful for the Philippines' upcoming Q2 GDP report

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

UK Datanote: UK Final Services and Composite PMI, July 2024

  • In one line: The PMI signals steady growth now and a stronger expansion to follow.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Car Registrations, July 2024

  • In one line: Private sales remain weak, total registrations continue to grow.

Rob Wood (Chief UK Economist)UK

Global Datanote: Final PMIs, Eurozone, July

In one line: Still suggesting private sector activity stalled at the start of Q3.

Melanie Debono (Senior Eurozone Economist)Global

EZ Datanote: Final PMIs, Eurozone, July

In one line: Still suggesting private sector activity stalled at the start of Q3.

Melanie Debono (Senior Eurozone Economist)Eurozone

PANTHEON EM ASIA DATA WRAP 5 August 2024

Machinery capex bump cushions the unwinding of election spending in Indonesia
Fall in discretionary spending sends Singaporean sales growth back into the red

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PM Datanote: US Employment Report, July

This week’s Fed inaction was a mistake; the case for 50bp in September is strong. 

Ian Shepherdson (Chief Economist, Chairman and Founder)US

EZ Datanote: Inflation, Switzerland, July 2024

In one line:  Stubborn domestic inflation means headline held steady.

Melanie Debono (Senior Eurozone Economist)Eurozone

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Keywords for: Publications

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