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 Industrial Production, August

 Strong headline numbers, but a grim near-term outlook.

Oliver Allen (Senior US Economist)US

PM Datanote: US Retail Sales, August

Consistent with another quarter of brisk growth in consumption, but slower growth lies ahead

Samuel TombsUS

EM Asia Datanote: Trade, India, August

  • In one line: Post-duty cut spike in gold imports hits the deficit hard, overshadowing a more confident recovery in real import demand.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: WPI, India, August

  • In one line: Down to a four-month low, thanks to a broad-based deceleration.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: Trade, Indonesia, August

  • In one line: A solid month for exports, but downside risks linger.

Miguel Chanco (Chief EM Asia Economist)Global

PANTHEON EM ASIA DATA WRAP 17 September 2024

A solid month of August for Indonesian exports, but downside risks linger
Recovery in Singapore's semiconductor exports cushions August headline

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EZ Datanote: Trade Balance & Labour Costs, EZ, July/Q2

In one line: EZ trade pulled lower by imports in July; hourly labour cost growth remained elevated in Q2.

Claus Vistesen (Chief Eurozone Economist)Eurozone

CHINA+ DATA WRAP 15 September 2024: Activity losing steam

Domestic demand fades in August, with fiscal policy slow to gain traction

Duncan WrigleyChina+

China+ Datanote: Money & Credit, China, August

Government bond surge props up broad credit growth

Duncan WrigleyChina+

EZ Datanote: Final Inflation, France, August 2024

In one line: Held down by falling energy inflation; the core firmed.

Claus Vistesen (Chief Eurozone Economist)Eurozone

PM Datanote: US PPI, August 2024

PPI and CPI data suggest the August core PCE rose by about 0.14%, sustaining the slowdown.

Samuel TombsUS

Global Datanote: August CPI & July IP, India

  • In one line: The improvement in food inflation is real; IP is losing steam, with support from consumer industries fading quickly.

Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: August CPI & July IP, India

  • In one line: The improvement in food inflation is real; IP is losing steam, with support from consumer industries fading quickly.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

UK Datanote: UK RICS Residential Market Survey, August 2024

  • In one line: House price inflation accelerates immediately after MPC rate cut.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK International Trade, July 2024

  • In one line: High energy costs will keep the trade deficit wide for the foreseeable future.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GDP July 2024

  • In one line:July GDP was dragged down by erratic sectors, it will rebound.

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