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: US Chicago PMI, June

PMI's June surge tells us nothing about the national picture.

Oliver Allen (Senior US Economist)US

PM Datanote: US Personal Income & Spending, May

The economy’s main engine of growth is looking a lot weaker.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: Industrial Production, Retail Sales, and Unemployment, Chile, May, 2024

In one line: A mixed performance, with activity struggling, but the job market remains resilient for now.

Andrés Abadía (Chief LatAm Economist)Latin America

PM Datanote: Unemployment rate, Brazil, May, 2024

In one line: Going from strength to strength.

Andrés Abadía (Chief LatAm Economist)Latin America

EM Asia Datanote: Core IP, India, May

In one line: Steady, but downside risks linger.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

UK Datanote: UK National Accounts, Q1 2024

In one line: GDP growth rebounds as consumers find their mojo.

Rob Wood (Chief UK Economist)UK

EZ Datanote: Unemployment, Germany, JuneIn one line: Rising jobless claims likely will lift unemployment further in the near term.

In one line: Rising jobless claims likely will lift unemployment further in the near term.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EM Asia Datanote: Retail Sales, Thailand, April

In one line: Inflated—yet again—by ‘other’ retail sales; ignore.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Advance Inflation in France & Spain, and French Consumers' Spending, June/May 2024

In one line: EZ headline and core inflation still on track for marginal declines in June.

Claus Vistesen (Chief Eurozone Economist)Eurozone

China+Datanote: Tokyo CPI, Japan, June

Tokyo consumer inflation nudged up by the removal of energy subsidies

Duncan WrigleyChina+

PM Datanote: Banxico Announcement, Mexico, June, 2024

In one line: On hold, but rate cuts will resume soon, assuming the MXN stabilises.

Andrés Abadía (Chief LatAm Economist)Latin America

24 June 2024 UK Monitor The PMI will rebound, and signals inflation easing only slowly

The headline PMI dropped to 51.7, suggesting growth will slow to just 0.1% quarter-to-quarter.
Resilient new orders and hints of an election-driven spending pause suggest the PMI will rebound.
The services output price balance is little changed in 11 months, pointing to sticky price pressures.

Rob Wood (Chief UK Economist)UK