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 Survey, June

A slight improvement from a weak base, but challenges remain.

Oliver Allen (Senior US Economist)US

UK Datanote: U.K. BRC Retail Sales Monitor, June 2024

  • In one line: Bad weather holds back retail sales again.

Rob Wood (Chief UK Economist)UK

PANTHEON EM ASIA DATA WRAP 9 July 2024

How long will the bounce in Indonesian sales last with confidence fading?
Philippine sales growth continues to fluctuate wildly around zero

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

UK Datanote: UK Report on Jobs Survey, June 2024

  • In one line: Volatile due to the general election, but pay growth seems to be rising.

Rob Wood (Chief UK Economist)UK

EZ Datanote: Sentix, Eurozone, July 2024

In one line: Still consistent with a rebound in the PMI, despite falling.

Melanie Debono (Senior Eurozone Economist)Eurozone

CHINA+ DATA WRAP 8 July 2024 Japan's overall wage growth still sluggish

Japan's overall wage growth still sluggish

Improvement narrowly confined to full-time manufacturing workers

Duncan WrigleyChina+

China+ Datanote: Foreign Reserves, China, June

Foreign reserves hit by currency valuation effects and equity market outflows

Duncan WrigleyChina+

PM Datanote: US Employment Report, June

Weakening in private payroll growth points to multiple rate cuts in H2. 

Ian Shepherdson (Chief Economist, Chairman and Founder)US

EZ Datanote: Retail Sales, EZ, May 2024

In one line: Goods spending is not benefitting from the recovery in real incomes, yet.

Melanie Debono (Senior Eurozone Economist)Eurozone

UK Datanote: U.K. General Election Results, July 2024

  • In one line: Labour wins a huge majority but will need to move fast with policy changes.

Rob Wood (Chief UK Economist)UK

EM Asia Datanote: CPI, Taiwan, June

  • In one line: Faster goods inflation pushes up the headline. 

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EZ Datanote: Industrial Production & Trade, France, May 2024

In one line: A nasty plunge in manufacturing, but don’t forget rising services output.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EM Asia Datanote: CPI, Thailand, June

  • In one line: Should be just a temporary drop below the BoT’s target range.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 5 July 2024

The turn in Philippine inflation is finally here
Vehicle sales in Singapore continue to flatter headline retail sales

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

UK Datanote: U.K. Car Registrations, June 2024

  • In one line: Still weak but registrations will pick up later this year.

Rob Wood (Chief UK Economist)UK

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