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

EZ Datanote: Current Account, Eurozone, April 2024

In one line: Boosted by a rebound in the surpluses of goods and services.

Claus Vistesen (Chief Eurozone Economist)Eurozone

CHINA+ DATA WRAP 19 June 2024: Japan's exports buoyed by US and Chinese demand

Japan's exports buoyed by US and Chinese demand, despite falling shipments to the EU

Duncan WrigleyChina+

Global Datanote: Trade, Indonesia, May

  • In one line: Q2 exports now look salvageable, after a sturdy May.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Detailed Inflation, Eurozone, May 2024

In one line: Transport, hospitality and insurance are key drivers of sticky services inflation.

Claus Vistesen (Chief Eurozone Economist)Global

EZ Datanote: Detailed Inflation, Eurozone, May 2024

In one line: Transport, hospitality and insurance are key drivers of sticky services inflation.

Claus Vistesen (Chief Eurozone Economist)Eurozone

PANTHEON EM ASIA DATA WRAP 18 June 2024

Semiconductor export growth makes an impressive recovery in Singapore

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

China+Datanote: BoJ Decision, Japan, June

In one line: The BoJ will reveal detailed plans for bond tapering in July’s meeting.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 17 June 2024: China activity boosted by equipment upgrades

China activity bolstered by equipment upgrade and home appliance trade-in policies, despite weak property and auto sales

Duncan WrigleyChina+

PM Datanote: US Univ. of Michigan Consumer Sentiment, June Prelim

A further slowdown in consumption growth seems increasingly likely.

Oliver Allen (Senior US Economist)US

EM Asia Datanote: Trade, India, May

  • In one line: Deficit hit by lagged oil-price effects, which will now unwind.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

China+Datanote: Money & Credit, China, May

Government bond issuance props up credit creation, as M1 takes a dive 

Duncan WrigleyChina+

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Keywords for: Publications

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