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

EZ Datanote: Advance PMIs & GfK Consumer Confidence, Germany, Jul/Aug

In one line: PMI lower by weakness in manufacturing; services and consumer sentiment are looking much better.

Claus Vistesen (Chief Eurozone Economist)Eurozone

Global Datanote: Advance PMIs, France, July 2024

In one line: Poor, but GDP growth is stronger than implied by the headlines.

Claus Vistesen (Chief Eurozone Economist)Global

EZ Datanote: Advance PMIs, France, July 2024

In one line: Poor, but GDP growth is stronger than implied by the headlines.

Claus Vistesen (Chief Eurozone Economist)Eurozone

China+Datanote: Flash Manufacturing PMI, Japan, July

Japan’s manufacturing sector is buffeted by auto safety inspections scandal  

Duncan WrigleyChina+

CHINA+ DATA WRAP 24 July 2024: Japan's flash manufacturing PMI falls

Japan's flash manufacturing PMI hit by auto safety scandal
Services sector boost from income tax break likely to prove short-lived

Duncan WrigleyChina+

EM Asia Datanote: Retail Sales, Taiwan, June

  • In one line: Stronger real wage growth supports pick up in June retail sales.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EZ Datanote: Current Account, Eurozone, May 2024

In one line: The headline should soon fall; foreign demand for EZ assets remain strong.

Claus Vistesen (Chief Eurozone Economist)Eurozone

UK Datanote: UK Public Finances, June 2024

  • In one line:Unrealistic spending plans mean the next government will borrow more and raise taxes.

Rob Wood (Chief UK Economist)UK

UK Datanote: Retail Sales, June 2024

  • In one line:Colder weather deters shoppers but overall GDP will still jump in Q2.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GfK Consumers' Confidence Survey, July 2024

  • In one line: Imminent interest rate cuts boost consumers’ confidence.

Rob Wood (Chief UK Economist)UK

PM Datanote: US Jobless Claims / Philly Fed

Claims boosted by auto plant shutdowns and Hurricane Beryl, but the underlying trend is rising.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

Global Datanote: ECB Rate Decision, July

In one line: No signal of a cut in September; we look for such a signal at the press conference. 

Claus Vistesen (Chief Eurozone Economist)Global

PM Datanote: ECB Rate Decision, July

In one line: No signal of a cut in September; we look for such a signal at the press conference. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

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Keywords for: Publications

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