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

PM Datanote: US Housing Starts, July

 A weather-related plunge in July, but residential construction set for a weak Q3.

Oliver Allen (Senior US Economist)US

PM Datanote: US NAHB Housing Market Index, August

Lower mortgage rates came too late for this month's survey.

Oliver Allen (Senior US Economist)US

PM Datanote: US Retail Sales, July

Consumers keep spending, despite deteriorating fundamentals.

Oliver Allen (Senior US Economist)US

PM Datanote: US Jobless Claims, August 10

 Weekly data are noisy; the underlying trend is still deteriorating.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: US industrial production, July

The underlying trend still looks flat; expect continued stagnation ahead.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

UK Datanote: UK International Trade, June 2024

  • In one line: Trade deficit weighed down by erratics, non-monetary gold and natural gas prices.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GDP June 2024

  • In one line: Solid GDP growth suggests the MPC can wait until November to cut rates again.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Consumer Prices, July 2024

  • In one line: Weaker inflation helps the case for rate cuts, but airfares and hotel prices will rebound.

Rob Wood (Chief UK Economist)UK

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: The BSP pulls the trigger… more—and potentially larger—cuts to come in Q4.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, July

  • In one line: Small surplus isn’t actually that bad, while the stellar y/y rates need to be put into context.

Miguel Chanco (Chief EM Asia Economist)Global

PANTHEON EM ASIA DATA WRAP 15 August 2024

The BSP pulls the trigger… more—and potentially larger—cuts to come in Q4
Indonesia’s small trade surplus isn’t actually that bad, while the stellar y/y rates need to be put into context

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EZ Datanote: GDP Flash, Switzerland, Q2 2024

In one line: Resilient to weak German activity and much better than we anticipated.

Melanie Debono (Senior Eurozone Economist)Eurozone

PM Datanote: US CPI, July

Another month of “good data”, implying a 0.13% core PCE print.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

UK Datanote: U.K. Labour Market Data, June / July 2024

  • In one line: Encouraging wage slowdown but recovering jobs growth will keep the labour market tight.

Rob Wood (Chief UK Economist)UK

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Keywords for: Publications

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