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

China+ Datanote: National CPI, Japan, July

In one line: Japan's inflation remains steady in July as energy prices rebound and core-core inflation eases

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 23 August 2024

Japan's inflation remains steady in July as energy prices rebound and core-core inflation eases

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 22 August 2024

BoK holds rate steady on financial stability worries; Japan's flash PMIs indicate better growth momentum in August, especially in services

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Flash Manufacturing PMI, Japan, August

In one line: Japan’s manufacturing activity shrinks at a slower pace in August, thanks to improvement in output and employment

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: BoK Decision, Korea, August

In one line: The Bank of Korea is in no rush to cut rates, likely to start its easing cycle in Q4

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 21 August 2024

Korea’s 20-day export growth fueled by lumpy ship exports and renewed EU demand.

Japan’s July export growth boosted by semiconductors gains and mixed regional demand

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Japan, July

In one line: Japan’s July export growth boosted by semiconductors gains and mixed regional demand

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: 20 Day Exports, Korea, August

In one line: Korea’s 20-day export growth fueled by lumpy ship exports and renewed EU demand.

Kelvin Lam (Senior China+ Economist)China+

PM Datanote: Unemployment rate, Brazil, July, 2024

  • In one line: Unemployment declines but economic challenges lie ahead.

Andrés Abadía (Chief LatAm Economist)Latin America

PM Datanote: Industrial Production, Retail Sales, Chile, July, 2024

  • In one line: Mixed start to Q3, with industrial gains amid consumption challenges.

Andrés Abadía (Chief LatAm Economist)Latin America

PM Datanote: US Chicago PMI, August

An unreliable bellwether for the national picture.

Oliver Allen (Senior US Economist)US

EM Asia Datanote: Q2 GDP and July Core Production, India

  • In one line: Unwinding of discrepancy boost in Q2 hides early signs of a revival in consumption.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PM Datanote: US Personal Income & Spending, July

Undershooting the Fed’s June core PCE forecast for the third straight month.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

EZ Datanote: ISTAT Confidence, Italy, August 2024

In one line: Rising services sentiment boosts the headline aggregate index.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation, Eurozone, August

In one line:  Within a touch of the ECB’s target; September’s rate cut is a go

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Unemployment, Germany, August

In one line: Steady; leading indicators point to a renewed increase soon.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation/Consumers Spending, France, August/July

In one line:  Olympics pulled services prices higher but headline inflation still dropped 

Melanie Debono (Senior Eurozone Economist)Eurozone

UK Datanote: UK Money & Credit, July 2024

  • In one line: Lower mortgage interest rates boost the housing market.

Rob Wood (Chief UK Economist)UK

EM Asia Datanote: Retail Sales, Thailand, June

  • In one line: Continue to ignore; households are still struggling.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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