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.

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Datanotes

China+ Datanote: Flash Manufacturing PMI, Japan, May

In one line: Japan’s manufacturing activity expands for the first time in a year, largely driven by improvements in output and new orders.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 23 May 2024: The BoK stays put in May, citing upside risks to inflation

The Bank of Korea stands pat in May, citing upside risks to inflation

Japan’s manufacturing activity expands for the first time in a year, largely driven by improvements in output and new orders.

Services activity continues to grow at solid pace in May 

Kelvin Lam (Senior China+ Economist)China+

PM Datanote: US New Home Sales, April

The drop in sales is probably noise, but the underlying trend is weak.

Oliver Allen (Senior US Economist)US

Global Datanote: Advance PMIs, France, May 2024

In one line:  Was the rise in French private sector activity short-lived?

Melanie Debono (Senior Eurozone Economist)Global

EZ Datanote: Advance PMIs, France, May 2024

In one line: Was the rise in French private sector activity short-lived?

Melanie Debono (Senior Eurozone Economist)Eurozone

Global Datanote: Advance PMIs, Germany, May 2024

In one line:  Services leads the way while industry downturn is easing. 

Melanie Debono (Senior Eurozone Economist)Global

EZ Datanote: Advance PMIs, Germany, May 2024

In one line: Services leads the way while industry downturn is easing. 

Melanie Debono (Senior Eurozone Economist)Eurozone

Global Datanote: Advance PMIs, Eurozone, May 2024

In one line: Decent; services activity is firm, even as inflation pressures ease.

Claus Vistesen (Chief Eurozone Economist)Global

EZ Datanote: Advance PMIs, Eurozone, May 2024

In one line: Decent; services activity is firm, even as inflation pressures ease.

Claus Vistesen (Chief Eurozone Economist)Eurozone

PANTHEON EM ASIA DATA WRAP 23 May 2024

India’s lofty manufacturing PMI is becoming more well-rounded
India’s unreliable flash services PMI is still plateauing
Higher utilities inflation in Singapore offsets food disinflation in April

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

UK Datanote: U.K. Official House Price Index, March

  • In one line: House prices jump in March, but further gains will be more challenging as markets reprice rate cuts.

Rob Wood (Chief UK Economist)UK

PM Datanote: US Existing Home Sales, April

Sales likely to stagnate for the next few months, at best.

Oliver Allen (Senior US Economist)US

UK Datanote: U.K. Consumer Prices, April 2024

  • In one line: June rate cut off the cards as services barely slows.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Public Finances, April 2024

  • In one line: There isn't room for tax cuts but the Chancellor seems set on another fiscal event in the Autumn.

Rob Wood (Chief UK Economist)UK

CHINA+ DATA WRAP 22 May 2024: Japan's exports maintain steady growth

Japan's exports maintain steady growth, led by cars and chips

Duncan WrigleyChina+

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