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: Retail Sales, Brazil, July, 2024

  • In one line: A decent performance in early Q3, but tight financial conditions remain a threat.

Andrés Abadía (Chief LatAm Economist)Latin America

Global Datanote: ECB Rate Decision, September

In one line: As expected; plenty to talk about on the press conference. 

Claus Vistesen (Chief Eurozone Economist)Global

EZ Datanote: ECB Rate Decision, September

In one line: As expected; plenty to talk about on the press conference. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

Global Datanote: US CPI, August

Don’t panic, it's noise not signal; the core PCE probably rose by about 0.22%

Ian Shepherdson (Chief Economist, Chairman and Founder)Global

PM Datanote: US CPI, August

Don’t panic, it's noise not signal; the core PCE probably rose by about 0.22%.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: US NFIB Small Business Optimism Survey, August

Punishingly high borrowing costs continuing to weigh on hiring and capex plans.

Oliver Allen (Senior US Economist)US

CHINA+ DATA WRAP 10 September 2024

In one line: China's exports buoyed by strong BRICS and EU demand

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, China, August

In one line: China's exports buoyed by strong BRICS and EU demand

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: FX Reserves, China, July

In one line: China’s foreign reserves climb in August amid weakening dollar and falling treasury yields

Kelvin Lam (Senior China+ Economist)China+

EZ Datanote: Industrial Production, Italy, July 2024

In one line: A hefty fall; set for a sixth quarter-on-quarter decline.

Melanie Debono (Senior Eurozone Economist)Eurozone

Global Datanote: CPI, Brazil, August, 2024

  • In one line: Subdued pressures in August, but rising expectations cloud the near-term outlook.

Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: CPI, Brazil, August, 2024

  • In one line: Subdued pressures in August, but rising expectations cloud the near-term outlook.

Andrés Abadía (Chief LatAm Economist)Latin America

UK Datanote: UK Labour Market Data, July / August 2024

  • In one line: Encouraging wage slowdown keeps the MPC on track to cut rates again in November.

Rob Wood (Chief UK Economist)UK

PANTHEON EM ASIA DATA WRAP 10 September 2024

Indonesian retail sales growth remains skin-deep
A reassuring start to the third quarter for Philippine trade

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: CPI, Mexico, August, 2024

  • In one line: Finally falling at the headline level, but politics now a key risk.

Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: CPI, Colombia, August, 2024

  • In one line: Finally falling at the headline level, but politics now a key risk.

Andrés Abadía (Chief LatAm Economist)Latin America

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