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.

May 2024 - EZ Economic Chartbook

THE FIRST ECB RATE CUT IS COMING...

  • …BUT A JULY CUT IS OUT, AND SEPTEMBER IS AT RISK TOO

Claus Vistesen (Chief Eurozone Economist)Eurozone

May 2024 - Emerging Asia Chartbook

TAIWAN’S PUNCHY Q1 GDP IS AS GOOD AS IT’LL GET

  • …ELECTION TAILWINDS IN INDONESIA’S Q1 ARE IRREPLICABLE

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

May 2024 - China+ Chartbook

  • - CHINA GETS SERIOUS ABOUT PROPERTY SECTOR SUPPORT
  • - BOJ CAUGHT BETWEEN A ROCK AND A HARD PLACE
  • - BOK LIKELY TO DELAY RATE RISE AMID EXPORT BOOM

Duncan WrigleyChina+

CHINA+ DATA WRAP 3 June 2024: Caixin PMI rises; Korean PMI hits two-year high

China's Caixin PMI rises, thanks to robust consumer goods output

Korean manufacturing PMI hits a two-year high

Duncan WrigleyChina+

CHINA+ DATA WRAP 31 May 2024: China's NBS PMIs surprised to the downside

Manufacturing activities flounder in May on weakening domestic and external demand

Non-manufacturing PMI stalls as construction activity slow sharply

Japan’s Tokyo inflation accelerates on the back of expiring energy subsidies

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 27 May 2024: April's industrial profits show slower recovery

April's industrial profits show slower recovery due to protracted reflation cycle

Kelvin Lam (Senior China+ Economist)China+

UK Datanote: UK Money & Credit, April 2024

  • In one line: April was a bad month for consumers, but don’t write them off.

Rob Wood (Chief UK Economist)UK

PM Datanote: US Chicago PMI, May

A headscratcher, but an unreliable signal for the broader economy.

Oliver Allen (Senior US Economist)US

PM Datanote: US Personal Income & spending, April

Real incomes, spending and core prices increases are all slowing.

Oliver Allen (Senior US Economist)US

PM Datanote: Industrial Production and Retail Sales, Chile, April

  • In one line: Struggling on a sequential basis, despite the solid headline numbers.

Andrés Abadía (Chief LatAm Economist)Latin America

EM Asia Datanote: Q1 GDP and April Core Production, India

  • In one line: Exports—alone—steal the show in Q1, papering over a continued slowdown in domestic demand.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: Advance Inflation, EZ, May 2024

In one line: Services too hot to handle, but the trend isn’t 4%.

Claus Vistesen (Chief Eurozone Economist)Global

EZ Datanote: Advance Inflation, EZ, May 2024

In one line: Services too hot to handle, but the trend isn’t 4%.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Detailed GDP, Italy, 2024

In one line: Domestic demand, including inventories, rose; net exports plunged. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

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