Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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.

EZ Datanote: Money Supply, Eurozone, June 2024

In one line: Still pointing to an improvement in growth, in contrast to the business surveys. 

Melanie Debono (Senior Eurozone Economist)Eurozone

PM Datanote: US Advance Goods Trade, June

Hit to Q2 GDP growth from net trade probably offset by inventories and investment.

Oliver Allen (Senior US Economist)US

PM Datanote: Bi-weekly CPI, Mexico, July, 2024

  • In one line: Core inflation remains under control, giving Banxico room for manoeuvre, despite the ugly headline. 

Andrés Abadía (Chief LatAm Economist)Latin America

26 July 2024 LatAm Monitor Brazil and Mexico: similar CPI trends but divergent monetary policy

  • Brazil’s IPCA-15 inflation overshot expectations, driven by transportation and housing costs.
  • Brazil’s currency sell-off increases inflation risks, complicating COPOM’s monetary policy decisions.
  • Mexico’s headline inflation jumped in mid-July, due largely to a non-core inflation spike; core is subdued.

Andrés Abadía (Chief LatAm Economist)Latin America

26 July 2024 China+ Monitor China's rate cuts indicate worries about the dimming growth outlook

  • The PBoC yesterday made an unscheduled 20bp MLF rate cut, following earlier policy rate cuts.
  • Policymakers are clearly worried about the H2 outlook, after Q2 GDP growth halved versus Q1.
  • Policymakers are likely to stress fiscal support to stabilise growth, but no mega-stimulus.

Duncan WrigleyChina+

26 July 2024 Eurozone Monitor Which leading indicators in the Eurozone should we trust?

  • Plunging French and German business confidence raises the probability of a rate cut in September… 
  • …but we’re sceptical whether these data should be trusted as reliable leading indicators for Q3 GDP. 
  • Our index of the credit impulse, M1 growth and credit standards points to stronger EZ GDP growth.

Claus Vistesen (Chief Eurozone Economist)Eurozone

26 July 2024 UK Monitor MPC preview: Almost ready to cut interest rates, cautiously

  • We expect the MPC to vote six-to-three to keep Bank Rate on hold at next Thursday’s policy meeting.
  • The MPC said its decision depends on GDP, services inflation and wages; all have exceeded its forecasts.
  • It will be a hawkish cut if rate-setters do go ahead, with their guidance likely cautious about future easing.

Elliott Laidman Doak (Senior UK Economist)UK

Global Datanote: Advance PMIs, Eurozone, July 2024

In one line: Hanging on for dear life, but also likely underestimating the pace of growth.

Claus Vistesen (Chief Eurozone Economist)Global

EZ Datanote: Advance PMIs, Eurozone, July 2024

In one line: Hanging on for dear life, but also likely underestimating the pace of growth.

Claus Vistesen (Chief Eurozone Economist)Eurozone

Global Datanote: Advance PMIs & GfK Consumer Confidence, Germany, Jul/Aug

In one line: PMI lower by weakness in manufacturing; services and consumer sentiment are looking much better.

Claus Vistesen (Chief Eurozone Economist)Global

EZ Datanote: Advance PMIs & GfK Consumer Confidence, Germany, Jul/Aug

In one line: PMI lower by weakness in manufacturing; services and consumer sentiment are looking much better.

Claus Vistesen (Chief Eurozone Economist)Eurozone

Global Datanote: Advance PMIs, France, July 2024

In one line: Poor, but GDP growth is stronger than implied by the headlines.

Claus Vistesen (Chief Eurozone Economist)Global

EZ Datanote: Advance PMIs, France, July 2024

In one line: Poor, but GDP growth is stronger than implied by the headlines.

Claus Vistesen (Chief Eurozone Economist)Eurozone

China+Datanote: Flash Manufacturing PMI, Japan, July

Japan’s manufacturing sector is buffeted by auto safety inspections scandal  

Duncan WrigleyChina+

CHINA+ DATA WRAP 24 July 2024: Japan's flash manufacturing PMI falls

Japan's flash manufacturing PMI hit by auto safety scandal
Services sector boost from income tax break likely to prove short-lived

Duncan WrigleyChina+

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Region

Filter by Publication Type

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters
 

Sign up for your complimentary trial

To start your complimentary trial, highlight the areas you are interested in subscribing to and click next.

United States

Eurozone

United Kingdom

China +

Emerging Asia

Latin America

Next

 
Consistently Right
Access Key Enabled Navigation
Keywords for: Publications

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