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

UK Datanote: UK National Accounts, Q1 2024

  • In one line: GDP growth rebounds as consumers find their mojo.

Rob Wood (Chief UK Economist)UK

EM Asia Datanote: Retail Sales, Thailand, April

  • In one line: Inflated—yet again—by ‘other’ retail sales; ignore.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Advance Inflation in France & Spain, and French Consumers' Spending, June/May 2024

In one line: EZ headline and core inflation still on track for marginal declines in June.

Claus Vistesen (Chief Eurozone Economist)Eurozone

China+Datanote: Tokyo CPI, Japan, June

Tokyo consumer inflation nudged up by the removal of energy subsidies

Duncan WrigleyChina+

PM Datanote: Banxico Announcement, Mexico, June, 2024

  • In one line: On hold, but rate cuts will resume soon, assuming the MXN stabilises.

Andrés Abadía (Chief LatAm Economist)Latin America

PM Datanote: US Durable Goods Orders/Advance Goods Trade

Net trade and equipment investment both set to drag on Q2 growth.

Oliver Allen (Senior US Economist)US

PM Datanote: US Weekly Jobless Claims, June 22

Probably depressed marginally by Juneteenth; the trend remains upwards.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

EZ Datanote: ISTAT Confidence, Italy, June

In one line: A third straight fall led by a drop in manufacturing.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Money Supply, Eurozone, May 2024

In one line: M1 growth is rebounding, and the credit cycle is stabilising.

Claus Vistesen (Chief Eurozone Economist)Eurozone

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: A more dovish hold, unfazed by the peso’s wobble.

Miguel Chanco (Chief EM Asia Economist)Global

PM Datanote: Inflation IPCA-15, Brazil, June, 2024

  • In one line: In line with expectations despite political noise and floods.

Andrés Abadía (Chief LatAm Economist)Latin America

EZ Datanote: INSEE Consumer Confidence, France, June 2024

In one line: No clear sign of a hit from rising political uncertainty, for now.

Claus Vistesen (Chief Eurozone Economist)Eurozone

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