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

EM Asia Datanote: Bank Indonesia Decision

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

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PM Datanote: US Retail Sales, June

Real consumption likely grew at a near-2% rate in Q2, down from 2023’s rapid pace.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: US Empire State Manufacturing Survey, July

Output lacking momentum, but goods inflation still very much in check.

Oliver Allen (Senior US Economist)US

EM Asia Datanote: Trade, India, June

  • In one line: Overdue crash in oil imports masks a further—welcome—rise in non-oil imports.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EZ Datanote: Industrial Production, EZ, May 2024

In one line: EZ industry likely came out of recession in Q2, by the skin of its teeth. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EM Asia Datanote: WPI, India, June

  • In one line: Likely the peak for 2024, barring any fresh shocks.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

CHINA+ DATA WRAP 15 July 2024: Chinese GDP misses expectations

Chinese GDP misses expectations, hit by dull retail sales, despite resilient industrial output

Duncan WrigleyChina+

Global Datanote: Trade, Indonesia, June

  • In one line: Slip in export growth should be short-lived.

Miguel Chanco (Chief EM Asia Economist)Global

PANTHEON EM ASIA DATA WRAP 15 July 2024

June slip in Indonesian export growth should be short-lived

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: June CPI & May IP, India

  • In one line: Vegetable prices are rearing their ugly head, again; industry is back to a two-track growth, this time with consumer durables racing ahead.

Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: June CPI & May IP, India

  • In one line: Vegetable prices are rearing their ugly head, again; industry is back to a two-track growth, this time with consumer durables racing ahead.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

China+ Datanote: Money & Credit, China, June

Money growth is buffeted by corporate deposit outflows

Duncan WrigleyChina+

CHINA+ DATA WRAP 12 July 2024

In one line: China saw record trade surplus since 1992 on deteriorating import demand and steady export recovery

Kelvin Lam (Senior China+ Economist)China+

EZ Datanote: Detailed Inflation, France, June 2024

In one line: Core is settled around 2%; headline should fall further from August onwards.

Claus Vistesen (Chief Eurozone Economist)Eurozone

China+Datanote: Exports, China, June

In one line: China saw record trade surplus since 1992 on deteriorating import demand and steady export recovery

Kelvin Lam (Senior China+ Economist)China+

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