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 Weekly Jobless Claims, April 6

Generous seasonals still depressing claims, but an uptrend is coming.

Oliver Allen (Senior US Economist)US

Global Datanote: ECB Rate Decision, April 2024

In one line: A dovish hold—as expected—with a clear signal of a June cut.

Claus Vistesen (Chief Eurozone Economist)Daily Monitor

EZ Datanote: ECB Rate Decision, April 2024

In one line: A dovish hold—as expected—with a clear signal of a June cut.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Industrial Production, Italy, February 2024

In one line: Industry was a bigger drag on Italian Q1 GDP than we previously thought.

Melanie Debono (Senior Eurozone Economist)Eurozone

UK Datanote: UK RICS Residential Market Survey, March 2024

  • In one line: Building hopes of rate cuts boost buyer demand and house prices. 

Rob Wood (Chief UK Economist)UK

CHINA+ DATA WRAP 11 April 2024

China consumer prices slow as producer deflation deepens

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: PPI, China, March

In one line: Producer price deflation deepens further, thanks to excess capacity

Kelvin Lam (Senior China+ Economist)China+

PANTHEON EM ASIA DATA WRAP 11 April 2024

Base effects are masking lacklustre momentum in Philippine trade

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PM Datanote: US FOMC Minutes, March

Some downside growth risks recognized, but attention still mostly on inflation

Ian Shepherdson (Chief Economist, Chairman and Founder)US

Global Datanote: Inflation IPCA-15, Brazil, March, 2024

  • In one line: Back to the target range, and the near-term outlook is benign.

Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: Inflation IPCA-15, Brazil, March, 2024

  • In one line: Back to the target range, and the near-term outlook is benign.

Andrés Abadía (Chief LatAm Economist)Latin America

Global Datanote: Bank of Thailand Decision

  • In one line: Independence sufficiently proven, prep for a June cut.

Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: Bank of Thailand Decision

  • In one line: Independence sufficiently proven, prep for a June cut.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: CPI, Mexico, March, 2024

  • In one line: Further interest rate cuts likely, as inflation pressures continue to ease.

Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: CPI, Mexico, March, 2024

  • In one line: Further interest rate cuts likely, as inflation pressures continue to ease.

Andrés Abadía (Chief LatAm Economist)Latin America

EZ Datanote: Trade Balance, France, February 2024

In one line:  Net trade is still likely to have been a drag one growth in Q1. 

Melanie Debono (Senior Eurozone Economist)Eurozone

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