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+ DATA WRAP 25 September 2024: MLF rate cut as expected

MLF rate cut in line with expectations after the PBoC's monetary easing plan yesterday

Duncan WrigleyChina+

CHINA+ DATA WRAP 24 September 2024: PBoC launches broad support package

PBoC's policy support should stoke short-term market sentiment and growth, but won't solve China's structural woes 
Japan's flash PMIs show mixed performance

Duncan WrigleyChina+

UK Datanote: UK Flash PMIs, September 2024

  • In one line: Growth will bounce back but easing inflation will lead the MPC to cut rates in November.

Samuel TombsUK

UK Datanote: U.K. CBI Industrial Trends Survey, September

  • In one line: CBI points to struggling manufacturing but it is volatile, watch the stronger PMI instead.

Andrés Abadía (Chief LatAm Economist)UK

UK Datanote: Retail Sales, August 2024

  • In one line:Retail sales flattered by the weather, but the trend is up as real wage gains drive stronger spending. 

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Public Finances, August 2024

  • In one line:Government borrowing overshoot widens, so the Chancellor will raise taxes and change the debt rule in the Budget.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GfK Consumers' Confidence Survey, September 2024

  • In one line: Tax hike fears cut consumers’ confidence, but we expect it to rebound.

Rob Wood (Chief UK Economist)UK

Global Datanote: Advance PMIs, France, September

In one line: Boost from the Olympics in August disappeared in September.

Melanie Debono (Senior Eurozone Economist)Global

EZ Datanote: Advance PMIs, France, September

In one line:  Boost from the Olympics in August disappeared in September.

Melanie Debono (Senior Eurozone Economist)Eurozone

China+ Datanote: PBoC Policy Decision, China, September

14 day reverse repo rate cut isn't additional stimulus, but completion of July's rate cuts

Duncan WrigleyChina+

PANTHEON EM ASIA DATA WRAP 23 September 2024

The moderation in India’s PMIs continues, as they end Q3 on a soft note
Food disinflation pushed down Malaysian inflation in August
Singaporean headline inflation falls in August, despite a pick-up in core

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EZ Datanote: INSEE Business Confidence, France, September 2024

In one line: Better, but still consistent with weak growth in domestic demand.

Claus Vistesen (Chief Eurozone Economist)Eurozone

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