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 NFIB Small Business Optimism Survey, July

Headline index surges, but the details still point to weakness.

Oliver Allen (Senior US Economist)US

PM Datanote: Industrial Production, Mexico, June, 2024

  • In one line: Manufacturing gains offset weakness in other sectors, for now.

Andrés Abadía (Chief LatAm Economist)Latin America

Global Datanote: CPI, Brazil, July, 2024

  • In one line:  A mixed picture, as transportation costs rise while food prices decline.

Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: Inflation IPCA, Brazil, July, 2024

  • In one line:  A mixed picture, as transportation costs rise while food prices decline.

Andrés Abadía (Chief LatAm Economist)Latin America

Global Datanote: BCRP Rate Decision, Peru, August, 2024

  • In one line: A prudent rate cut, defying consensus, reflects improved inflation dynamics.

Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: BCRP Rate Decision, Peru, August, 2024

  • In one line: A prudent rate cut, defying consensus, reflects improved inflation dynamics.

Andrés Abadía (Chief LatAm Economist)Latin America

PM Datanote: PPI, China, July

Producer deflation set for only modest improvement in H2

Duncan WrigleyChina+

CHINA+ DATA WRAP 9 August 2024: Food inflation lifts China's consumer inflation

China's consumer inflation buoyed by seasonal food inflation, rather than demand
Producer deflation extends decline amid oversupply

Duncan WrigleyChina+

PANTHEON EM ASIA DATA WRAP 9 August 2024

Underlying sales momentum in Indonesia was fading heading into Q3

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: Monetary policy meeting, Mexico, August, 2024

  • In one line: A modest rate cut signals a shift towards further easing, with caution.

Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: Monetary policy meeting, Mexico, August, 2024

  • In one line: A modest rate cut signals a shift towards further easing, with caution.

Andrés Abadía (Chief LatAm Economist)Latin America

China+ Datanote: Exports, China, July

In one line: China's July exports disappoint market expectations

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Foreign Reserves, China, July

In one line: China’s foreign reserves rise on positive currency and asset valuation effects

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 7 August 2024

In one line: China's July export growth falls short of expectations amid slowing momentum

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Full-Month Exports, Korea, July

Korea’s export rebound disappoints markets, likely due to deeper-than-expected fall in car shipments to the US

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Manufacturing PMI, Korea, July

Korea’s manufacturing activity continues to grow in July, but at a slower pace

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Caixin Manufacturing PMI, China, July

Caixin PMI shows shrinking manufacturing activity for the first time in 9 months on extreme weather 

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 1 August 2024

In one line: Adverse weather shrinks China’s manufacturing activity; Korea’s WDA export growth slowdown likely temporary

Kelvin Lam (Senior China+ Economist)China+

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