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: Trade, India, March

  • In one line: Little real good news from the smallest deficit in nearly a year.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: WPI, India, March

  • In one line: A simultaneous easing in manufactured products and fuel & power deflation.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

China+ Datanote: MLF Rate, China, April

The PBoC keeps the MLF rate on hold, despite slowing credit growth

Duncan WrigleyChina+

CHINA+ DATA WRAP 15 April 2024: MLF rate unchanged

The PBoC keeps the MLF rate on hold, despite slowing credit growth

Duncan WrigleyChina+

Global Datanote: March CPI & February IP, India

  • In one line: LPG price cut pulls inflation down below 5% for the first time since October; don’t be fooled by the jolt in IP growth.

Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: March CPI & February IP, India

  • In one line: LPG price cut pulls inflation down below 5% for the first time since October; don’t be fooled by the jolt in IP growth.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

China+ Datanote: Money & Credit, China, March

Disappointing credit data point to undercooked domestic demand, despite fiscal stimulus 

Duncan WrigleyChina+

UK Datanote: U.K. International Trade, February 2024

  • In one line: Trade deficit little changed in February, but will improve this year.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. GDP, February 2024

  • In one line: GDP is on track for 0.4% quarter-to-quarter growth in Q1, beating MPC forecasts.

Rob Wood (Chief UK Economist)UK

EZ Datanote: Detailed Inflation, France, March 2024

In one line: A big decline, and risks are tilted towards a slide in the core in April

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Detailed CPI, Germany, March 2024

In one line: Pushed lower despite an early Easter boost in services.

Claus Vistesen (Chief Eurozone Economist)Eurozone

PANTHEON EM ASIA DATA WRAP 12 April 2024

Singaporean GDP growth picks up in Q1 on recovering external demand
MAS opens the door to easing in Q4
Base effects are now dominating Philippine sales growth, masking weak marginal trends

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

Global Datanote: ECB Press Conference, April 2024

In one line: The ECB will cut in June, barring a significant shift in its Q2 forecasts.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: ECB Press Conference, April 2024

In one line: The ECB will cut in June, barring a significant shift in its Q2 forecasts.

Claus Vistesen (Chief Eurozone Economist)Eurozone

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Keywords for: Publications

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