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.

3 December 2024 UK Monitor CPI preview: 2.6% inflation in November due to duties and goods

Tobacco duties and base effects will push up CPI inflation to 2.6% in November, from 2.3% in October.
We expect energy and food to add 14bp to inflation, and core goods another 15bp, compared to October.
CPI inflation 0.2pp higher than the MPC’s forecastwould rule out a December rate cut.

Rob Wood (Chief UK Economist)UK

Global Datanote: US ISM Manufacturing Survey, November

Tentative signs of improvement, but still weak.

Oliver Allen (Senior US Economist)Global

PM Datanote: US ISM Manufacturing Survey, November

Tentative signs of improvement, but still weak.

Oliver Allen (Senior US Economist)US

EZ Datanote: Detailed GDP, Italy, Q3 2024 & Unemployment, EZ, Oct 2024

In one line: Consumers came to the rescue for Italy in Q3; Still no dovishness in EZ labour market data.

Melanie Debono (Senior Eurozone Economist)Eurozone

UK Datanote: UK Final Manufacturing PMI, November 2024

In one line: Budget and geopolitics hit manufacturing sentiment in November.

Rob Wood (Chief UK Economist)UK

EZ Datanote: Final Manufacturing PMIs, Eurozone, November 2024

In one line: Grim.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: German Unemployment & ECB CES, Nov/Oct 2024

In one line: German joblessness is still rising; rise in inflation expectations a lagged effect of rebounding inflation.

Claus Vistesen (Chief Eurozone Economist)Eurozone

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

In one line: House prices bounce back after pre-Budget pause.

Rob Wood (Chief UK Economist)UK

Global Datanote: CPI, Indonesia, November

In one line: Moving closer to the lower bound of BI’s target range; S/T stability coming.

Miguel Chanco (Chief EM Asia Economist)Global

EZ Datanote: Advance Inflation, & Consumers' Spending, France, Nov/Oct

In one line: French inflation signals EZ HICP in line with the consensus.

Claus Vistesen (Chief Eurozone Economist)Eurozone

Global Datanote: Manufacturing PMI, ASEAN, November

In one line: A narrow and likely short-lived uptick.

Miguel Chanco (Chief EM Asia Economist)Global

UK Datanote: UK Money & Credit, October 2024

In one line: Tax hike fears lead households to dispose of assets and rush to complete house purchases.

Rob Wood (Chief UK Economist)UK

PANTHEON EM ASIA DATA WRAP 2 December 2024

A narrow and likely short-lived uptick in ASEAN’s PMI for November
Inflation moves closer to the lower bound of BI’s target range; S/T stability coming

Miguel Chanco (Chief EM Asia Economist)Emerging Asia