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

EM Asia Datanote: Trade, India, April

  • In one line: The deficit miss isn’t that bad, seasonal effects aside; don’t put too much stock into the jump in imports.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EZ Datanote: Detailed Inflation, France, April 2024.

In one line: The core should fall a bit further over the summer, but 2% is likely the new trend.

Claus Vistesen (Chief Eurozone Economist)Eurozone

UK Datanote: U.K. Labour Market Data, March / April 2024

  • In one line: Slowing jobs growth keeps MPC rate cut on track , despite strong wage growth.

Rob Wood (Chief UK Economist)UK

Global Datanote: Trade, Indonesia, April

  • In one line: A poorer start to Q2 than suggested by the already-soft headline rates.

Miguel Chanco (Chief EM Asia Economist)Global

PANTHEON EM ASIA DATA WRAP 15 May 2024

A poorer start to Q2 for Indonesian trade than suggested by the already-soft headlines

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

China+ Datanote: MLF Rate, China, May

The PBoC leaves the MLF rate unchanged, despite the April credit data dip

Duncan WrigleyChina+

CHINA+ DATA WRAP 11 May 2024; MLF rate on hold again

The PBoC leaves the MLF rate unchanged, despite the April credit data dip

Duncan WrigleyChina+

PM Datanote: US NFIB Survey, April

An improvement, but small businesses are still under pressure.

Oliver Allen (Senior US Economist)US

UK Datanote: U.K. International Trade, March 2024

  • In one line: Falling energy prices improve trade deficit.

Rob Wood (Chief UK Economist)UK

EM Asia Datanote: WPI, India, April

  • In one line: A 13-month high, as upstream deflationary forces wane.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EZ Datanote: Detailed Inflation, Germany, April 2024

In one line: Soft, but beware the risk of a snap-back in services inflation in May.

Claus Vistesen (Chief Eurozone Economist)Eurozone

PANTHEON EM ASIA DATA WRAP 14 May 2024

Will the Q1 strength in Indonesian sales carry over to Q2?

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: CPI, India, April

  • In one line: Food inflation remains frustratingly sticky; clearer signs that core has bottomed-out.

Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: CPI, India, April

  • In one line: Food inflation remains frustratingly sticky; clearer signs that core has bottomed-out.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

CHINA+ DATA WRAP 11 May 2024

Despite tick-up in China CPI, demand is still weak; Producers still battle deflation

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: PPI, China, April

In one line: Chinese producers still battle deflation

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Money & Credit, China, April

China's big money and credit misses reflect fund diversion and slow government bond issuance, rather than shifts in underlying credit demand  

Duncan WrigleyChina+

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