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 PMIs, Eurozone, August 2024

In one line:  Activity springs back up again thanks to the Olympics. 

Melanie Debono (Senior Eurozone Economist)Eurozone

Global Datanote: Advance PMIs, France, August 2024

In one line: Services boosted by the Olympics; manufacturing is sinking without a trace.

Claus Vistesen (Chief Eurozone Economist)Global

EZ Datanote: Advance PMIs, France, August 2024

In one line: Services boosted by the Olympics; manufacturing is sinking without a trace.

Claus Vistesen (Chief Eurozone Economist)Eurozone

UK Datanote: UK Public Finances, July 2024

  • In one line:Spending is already overshooting Budget forecasts, government borrowing will exceed the Budget forecasts.

Rob Wood (Chief UK Economist)UK

Global Datanote: Bank Indonesia Decision

  • In one line: Still sticking to our call for Q4 easing, but a September move can’t be ruled out.

Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: Bank Indonesia Decision

  • In one line: Still sticking to our call for Q4 easing, but a September move can’t be ruled out.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: Bank of Thailand Decision

  • In one line: Still believe that cuts are just around the corner.

Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: Bank of Thailand Decision

  • In one line: Still believe that cuts are just around the corner.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: Final Inflation, Eurozone, July 2024

In one line: Energy inflation will back in August and September; the core will remain high.

Claus Vistesen (Chief Eurozone Economist)Global

EZ Datanote: Final Inflation, Eurozone, July 2024

In one line: Energy inflation will back in August and September; the core will remain high.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Current Account, Eurozone, June 2024

In one line: A record high, but not sustainable; net portfolio flows are shifting.

Claus Vistesen (Chief Eurozone Economist)Eurozone

China+ Datanote: LPR, China, August

In one line: China’s loan prime rates unchanged in August as banking NIM at record low

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 20 August 2024

China’s LPRs unchanged in August as banking NIM at record low

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 15 August 2024

Slowing industrial production highlights China’s slumping property sector and rising trade frictions 

China’s retail sales rebound in July, but weak consumer confidence and property woes weigh on growth

Fixed investment falters amid infrastructure slowdown and weak private investment  

China’s property sales activity and price growth remain weak

PBoC shifts to new monetary framework: MLF operations to be carried out on 25th of every month

Japan’s GDP surprises on the upside, with gains in both consumption and investment amid emerging risks

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: GDP, Japan, Q2

In one line: Japan’s GDP surprises on the upside, with gains in both consumption and investment amid emerging risks.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Money & Credit, China, July

In one line: China’s TSF data suggest weak demand for loans in the real economy

Kelvin Lam (Senior China+ Economist)China+

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