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: Industrial Production & Trade Balance, Germany, July

In one line: Industry is unlikely to recover until the external picture improves.

Melanie Debono (Senior Eurozone Economist)Eurozone

PANTHEON EM ASIA DATA WRAP 6 September 2024

Vietnamese exports are regaining momentum, thanks in large part to US demand
We’ve seen enough; downgrading our inflation forecasts for Vietnam
Actual retail sales growth in Vietnam remains in the log single-digit range
The latest slump in Philippine sales is starting to bottom out, just

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

UK Datanote: Construction PMI, August 2024

  • In one line: Strong construction growth continues as interest rate cuts boost demand.

Rob Wood (Chief UK Economist)UK

UK Datanote: Bank of England Decision Maker Panel, August 2024

  • In one line: Inflation continues to slow, but the pace of decline is easing.

Rob Wood (Chief UK Economist)UK

EM Asia Datanote: CPI, Taiwan, August

  • In one line: Sticky housing inflation keeps headline elevated.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

UK Datanote: UK Car Registrations, August 2024

  • In one line: 

    Private sales start to turn around as consumer confidence rises.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Services and Composite PMI, August 2024

  • In one line: The strengthening PMI means the MPC will wait until November to cut rates again.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Manufacturing PMI, August 2024

  • In one line: Manufacturing output grows solidly giving firms the confidence to hire again.

Rob Wood (Chief UK Economist)UK

CHINA+ DATA WRAP 5 September 2024: Japan's wage surge propelled by bonuses

Japan's wage surge largely propelled by bonuses, but regular pay also making gains

Duncan WrigleyChina+

PANTHEON EM ASIA DATA WRAP 5 September 2024

Philippine inflation falls back dramatically into the BSP’s target range, thanks to food base effects
The return of transportation and communication deflation in Thailand should be short-lived
Soft start for Singaporean retail sales growth in Q3

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: Final PMIs, Eurozone, August 2024

In one line: GDP growth is unlikely to slow in Q3, as the PMI suggests.

Melanie Debono (Senior Eurozone Economist)Global

EZ Datanote: Final PMIs, Eurozone, August

In one line: GDP growth is unlikely to slow in Q3, as the PMI suggests.

Melanie Debono (Senior Eurozone Economist)Eurozone

CHINA+ DATA WRAP 4 September 2024: Severe competition drives services price cuts

Severe competition drives services price cuts in China, despite resilient demand

Duncan WrigleyChina+

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Keywords for: Publications

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