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: Current Account, Eurozone, May 2024

In one line: The headline should soon fall; foreign demand for EZ assets remain strong.

Claus Vistesen (Chief Eurozone Economist)Eurozone

UK Datanote: UK Public Finances, June 2024

  • In one line:Unrealistic spending plans mean the next government will borrow more and raise taxes.

Rob Wood (Chief UK Economist)UK

UK Datanote: Retail Sales, June 2024

  • In one line:Colder weather deters shoppers but overall GDP will still jump in Q2.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Imminent interest rate cuts boost consumers’ confidence.

Rob Wood (Chief UK Economist)UK

PM Datanote: US Jobless Claims / Philly Fed

Claims boosted by auto plant shutdowns and Hurricane Beryl, but the underlying trend is rising.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

Global Datanote: ECB Rate Decision, July

In one line: No signal of a cut in September; we look for such a signal at the press conference. 

Claus Vistesen (Chief Eurozone Economist)Global

PM Datanote: ECB Rate Decision, July

In one line: No signal of a cut in September; we look for such a signal at the press conference. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

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

  • In one line: The labour market is easing making an August rate cut a very close call.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Official House Price Index, May

  • In one line: House prices defy high interest rates to rise strongly in May.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Erratic hotel prices drive June inflation surprise, but this is too strong for the MPC to cut in August.

Rob Wood (Chief UK Economist)UK

PM Datanote: Construction, Eurozone, May 2024

In one line: Construction fell back in Q2, after a decent Q1.

Claus Vistesen (Chief Eurozone Economist)Eurozone

CHINA+ DATA WRAP 18 July 2024: Japan's exports still growing

Japanese headline exports continue to rise, despite auto shipment disruptions

Duncan WrigleyChina+

PM Datanote: US industrial production, June

A strong Q2 for manufacturing, but major headwinds persist.

Oliver Allen (Senior US Economist)US

PM Datanote: Housing Starts, June 2024

Tentative signs of recovery in the multi-family sector, but single-family starts look set to fall further.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

EZ Datanote: Final Inflation, Eurozone, June 2024

In one line: Services is sticky as ever, and it won’t drop meaningfully anytime soon.

Claus Vistesen (Chief Eurozone Economist)Eurozone

Global Datanote: Bank Indonesia Decision

  • In one line: Another month, another hold; we still see cuts in Q4.

Miguel Chanco (Chief EM Asia Economist)Global

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