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: Advance Inflation, Germany, May 2024

In one line: Jump in services inflation stands out like a sore thumb.

Claus Vistesen (Chief Eurozone Economist)Eurozone

PM Datanote: US Consumer Confidence, May

A decent bounce, but the headwinds to consumption are mounting.

Oliver Allen (Senior US Economist)US

Global 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)Global

PM Datanote: US Durable Goods Orders, April

Better headline numbers, but the underlying trend is still weak.

Oliver Allen (Senior US Economist)US

UK Datanote: U.K. GfK Consumers' Confidence Survey, April 2024

  • In one line: Consumers will spend more as their financial situation improves.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Flash PMIs, April 2024

  • In one line: The PMI points to growth well in excess of MPC forecasts and robust inflation pressure.

Samuel TombsUK

UK Datanote: U.K. Flash PMIs, May 2024

  • In one line: Strong April services inflation was just a flash in the pan according to the PMI.

Samuel TombsUK

UK Datanote: U.K. GfK Consumers' Confidence Survey, May 2024

  • In one line: Strengthening real wage growth drives a consumer upturn.

Rob Wood (Chief UK Economist)UK

UK Datanote: Retail Sales, April 2024

  • In one line: Retail sales will bounce back from April's collapse as consumer confidence improves.

Rob Wood (Chief UK Economist)UK

EM Asia Datanote: Customs Trade, Thailand, April

  • In one line: A reassuring bounce in exports narrows the Songkran-adjusted deficit substantially.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EZ Datanote: Detailed GDP, Germany, Q1 2024

In one line: Construction and net trade propelled growth in Q1; neither will last.

Claus Vistesen (Chief Eurozone Economist)Eurozone

CHINA+ DATA WRAP 24 May 2024: Japan's consumer inflation still cooling

Japan’s consumer inflation still cooling, as the BoJ monitors wage inflation and the impact of the weak JPY

Duncan WrigleyChina+

PANTHEON EM ASIA DATA WRAP 24 May 2024

Malaysian inflation comes in at 1.8% for a third consecutive month

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

China+ Datanote: BoK Decision, Korea, May

In one line: The Bank of Korea stands pat in May, citing upside risks to inflation

Kelvin Lam (Senior China+ Economist)China+

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