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: Core Production, India, March

  • In one line: Decent, and the drag from refined petroleum products should reverse in the short run.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EZ Datanote: Advance Inflation, Eurozone, April 2024

In one line: The core is still drifting lower, but slowly does it.

Claus Vistesen (Chief Eurozone Economist)Eurozone

CHINA+ DATA WRAP 28 April 2024

Chinese industrial profits continue to improve in Q1 despite March's slowdown

Kelvin Lam (Senior China+ Economist)China+

EZ Datanote: Advance GDP, EZ, Q1 2024

In one line: Strong but won’t prevent a rate cut in June. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EM Asia Datanote: GDP, Taiwan, Q1

  • In one line: External demand does the heavy lifting, thanks to helpful base effects.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EZ Datanote: Advance GDP & Unemployment, Germany, Q1/April

In one line: Solid, but construction was boosted significantly by mild weather.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance GDP, Italy, Q1 2024

In one line: Italian GDP rises for third straight quarter, though a touch less than we thought it would. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Advance GDP, Spain, Q1 2024

In one line: On a roll; outperformance to continue throughout this year

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation, France, April

In one line: Someone forgot the give French services inflation the memo, but core inflation fell, all the same.

Claus Vistesen (Chief Eurozone Economist)Eurozone

China+ Datanote: Manufacturing PMIs, China, April

Manufacturing output in rude health, though the PMIs provide contrasting readings for new orders

Duncan WrigleyChina+

CHINA+ DATA WRAP 30 April 2024: Manufacturing PMIs point to robust output

China's PMIs indicate manufacturing output surge, despite mixed demand readings; services activity suffers post-holiday dip

Duncan WrigleyChina+

EZ Datanote: Advance GDP, France, Q1 2024

In one line: Decent, but growth in domestic demand likely will slow a tad in Q2.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation, Germany, April 2024

In one line: Headline in line; services inflation a touch higher than we anticipated.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Spanish CPI & German State CPIs, April 2024

In one line: Downside surprise in Spain; bang on consensus in Germany.

Claus Vistesen (Chief Eurozone Economist)Eurozone

PANTHEON EM ASIA DATA WRAP 29 April 2024

Downward pressure on the Thai baht continues to intensify
Correction in Vietnamese exports bleeds into Q2
Ignore the headline; retail sales growth in Vietnam is still wobbling
Expect a further leg up in Vietnamese inflation in May, the likely peak

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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