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 11 July 2024 BoK policy decision

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

Duncan WrigleyChina+

Global Datanote: CPI, Brazil, June, 2024

  • In one line: Temporary pressures but underlying trends under control. 

Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: Inflation IPCA, Brazil, June, 2024

  • In one line: Temporary pressures but underlying trends under control. 

Andrés Abadía (Chief LatAm Economist)Latin America

EZ Datanote: Industrial Production, Italy, May

In one line: Decent, but not enough to prevent a Q2 decline. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

China+Datanote: PPI, China, June

China’s producer deflation persistent, despite misleading improvement in headline

Duncan WrigleyChina+

CHINA+ DATA WRAP 10 July 2024

Chinese Inflation is Cooling, Thanks to an Uneven Recovery

Duncan WrigleyChina+

PANTHEON EM ASIA DATA WRAP 10 July 2024

Base effects pull Philippine trade growth back down to earth

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: CPI, Mexico, June, 2024

  • In one line: Core improvement amid weather-driven pressures.

Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: CPI, Mexico, June, 2024

  • In one line: Core improvement amid weather-driven pressures.

Andrés Abadía (Chief LatAm Economist)Latin America

PM Datanote: US NFIB Survey, June

A slight improvement from a weak base, but challenges remain.

Oliver Allen (Senior US Economist)US

UK Datanote: U.K. BRC Retail Sales Monitor, June 2024

  • In one line: Bad weather holds back retail sales again.

Rob Wood (Chief UK Economist)UK

PANTHEON EM ASIA DATA WRAP 9 July 2024

How long will the bounce in Indonesian sales last with confidence fading?
Philippine sales growth continues to fluctuate wildly around zero

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

UK Datanote: UK Report on Jobs Survey, June 2024

  • In one line: Volatile due to the general election, but pay growth seems to be rising.

Rob Wood (Chief UK Economist)UK

EZ Datanote: Sentix, Eurozone, July 2024

In one line: Still consistent with a rebound in the PMI, despite falling.

Melanie Debono (Senior Eurozone Economist)Eurozone

CHINA+ DATA WRAP 8 July 2024 Japan's overall wage growth still sluggish

Japan's overall wage growth still sluggish

Improvement narrowly confined to full-time manufacturing workers

Duncan WrigleyChina+

China+ Datanote: Foreign Reserves, China, June

Foreign reserves hit by currency valuation effects and equity market outflows

Duncan WrigleyChina+

PM Datanote: US Employment Report, June

Weakening in private payroll growth points to multiple rate cuts in H2. 

Ian Shepherdson (Chief Economist, Chairman and Founder)US

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