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.

PM Datanote: Unemployment rate, Brazil, July, 2024

  • In one line: Unemployment declines but economic challenges lie ahead.

Andrés Abadía (Chief LatAm Economist)Latin America

PM Datanote: Industrial Production, Retail Sales, Chile, July, 2024

  • In one line: Mixed start to Q3, with industrial gains amid consumption challenges.

Andrés Abadía (Chief LatAm Economist)Latin America

PM Datanote: US Chicago PMI, August

An unreliable bellwether for the national picture.

Oliver Allen (Senior US Economist)US

EM Asia Datanote: Q2 GDP and July Core Production, India

  • In one line: Unwinding of discrepancy boost in Q2 hides early signs of a revival in consumption.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PM Datanote: US Personal Income & Spending, July

Undershooting the Fed’s June core PCE forecast for the third straight month.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

EZ Datanote: ISTAT Confidence, Italy, August 2024

In one line: Rising services sentiment boosts the headline aggregate index.

Melanie Debono (Senior Eurozone Economist)Eurozone

Global Datanote: Advance Inflation, Eurozone, August

In one line: Within a touch of the ECB’s target; September’s rate cut is a go

Melanie Debono (Senior Eurozone Economist)Global

EZ Datanote: Advance Inflation, Eurozone, August

In one line:  Within a touch of the ECB’s target; September’s rate cut is a go

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Unemployment, Germany, August

In one line: Steady; leading indicators point to a renewed increase soon.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation/Consumers Spending, France, August/July

In one line:  Olympics pulled services prices higher but headline inflation still dropped 

Melanie Debono (Senior Eurozone Economist)Eurozone

UK Datanote: UK Money & Credit, July 2024

  • In one line: Lower mortgage interest rates boost the housing market.

Rob Wood (Chief UK Economist)UK

EM Asia Datanote: Retail Sales, Thailand, June

  • In one line: Continue to ignore; households are still struggling.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

UK Datanote: U.K. Nationwide House Prices, August 2024

  • In one line: House prices drop unexpectedly in August, but should rebound as borrowing costs fall.

Rob Wood (Chief UK Economist)UK

PM Datanote: US Pending Home Sales, July

Housing market activity likely to remain very weak.

Oliver Allen (Senior US Economist)US

PM Datanote: US Advance Goods Trade, July

Drag from trade on Q3 GDP growth likely to be offset elsewhere.

Oliver Allen (Senior US Economist)US

UK Datanote: UK GfK Consumers' Confidence Survey, August 2024

  • In one line: Consumers' confidence unchanged in August, but it will improve from here.

Rob Wood (Chief UK Economist)UK

PM Datanote: US Jobless Claims, August 24

The rising trend has flattened off; expect a run of lower numbers this fall.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

EZ Datanote: EC ESI, EZ, August 2024

In one line:  Up, like the PMI; inflation expectations remain anchored.

Melanie Debono (Senior Eurozone Economist)Eurozone

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