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

CHINA+ DATA WRAP 15 July 2024: Chinese GDP misses expectations

Chinese GDP misses expectations, hit by dull retail sales, despite resilient industrial output

Duncan WrigleyChina+

Global Datanote: Trade, Indonesia, June

  • In one line: Slip in export growth should be short-lived.

Miguel Chanco (Chief EM Asia Economist)Global

PANTHEON EM ASIA DATA WRAP 15 July 2024

June slip in Indonesian export growth should be short-lived

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: June CPI & May IP, India

  • In one line: Vegetable prices are rearing their ugly head, again; industry is back to a two-track growth, this time with consumer durables racing ahead.

Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: June CPI & May IP, India

  • In one line: Vegetable prices are rearing their ugly head, again; industry is back to a two-track growth, this time with consumer durables racing ahead.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

China+ Datanote: Money & Credit, China, June

Money growth is buffeted by corporate deposit outflows

Duncan WrigleyChina+

CHINA+ DATA WRAP 12 July 2024

In one line: China saw record trade surplus since 1992 on deteriorating import demand and steady export recovery

Kelvin Lam (Senior China+ Economist)China+

EZ Datanote: Detailed Inflation, France, June 2024

In one line: Core is settled around 2%; headline should fall further from August onwards.

Claus Vistesen (Chief Eurozone Economist)Eurozone

China+Datanote: Exports, China, June

In one line: China saw record trade surplus since 1992 on deteriorating import demand and steady export recovery

Kelvin Lam (Senior China+ Economist)China+

PANTHEON EM ASIA DATA WRAP 12 July 2024

Improving external demand supports Singapore's consensus-beating Q2 GDP

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

UK Datanote: UK International Trade, May 2024

  • In one line: Import prices signal a modest uptick in core goods CPI inflation.

Rob Wood (Chief UK Economist)UK

Global Datanote: Bank Negara Malaysia Decision

  • In one line: Optimistic on growth but increased uncertainty on inflation.

Moorthy Krshnan (Senior Asia Economist)Global

EM Asia Datanote: Bank Negara Malaysia Decision

  • In one line: Optimistic on growth but increased uncertainty on inflation.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

UK Datanote: UK GDP May 2024

  • In one line: Stronger-than-expected growth pressures the MPC to delay a rate cut until September.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK RICS Residential Market Survey, June 2024

  • In one line: House price inflation holds steady in June, but will rise in the coming months as buyers return.

Rob Wood (Chief UK Economist)UK

EZ Datanote: Detailed Inflation, Germany, June 2026

In one line: Falling, and survey data point to further declines ahead.

Claus Vistesen (Chief Eurozone Economist)Eurozone

China+Datanote: BoK Decision, Korea, July

The BoK keeps the policy rate on hold, likely to make first cut in October

Duncan WrigleyChina+

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