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.

UK Datanote: U.K. MPC Decision & Minutes, December

In one line: Continued hawkishness suggests May still is the earliest plausible date for the first rate cut.

Samuel TombsUK

Global Datanote: Monetary policy meeting, Brazil, 2023

In one line: A 50bp rate cut, as expected.

Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: Monetary policy meeting, Brazil, December, 2023

In one line: A 50bp rate cut, as expected.

Andrés Abadía (Chief LatAm Economist)Latin America

Global Datanote: SNB Rate Decision, Q4 2023

In one line: A clear dovish shift; rate cuts are next.

Melanie Debono (Senior Eurozone Economist)Global

EZ Datanote: SNB Rate Decision, Q4 2023

In one line: A clear dovish shift; rate cuts are next.

Melanie Debono (Senior Eurozone Economist)Eurozone

Global Datanote: Bangko Sentral ng Pilipinas Decision

In one line: The next move is a cut, and could come as early as Q1.

Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: Bangko Sentral ng Pilipinas Decision

In one line: The next move is a cut, and could come as early as Q1.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 14 December 2023

The seven-month bout of WPI deflation in India comes to an end

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PM Datanote: U.S. Producer Prices, November

Margins have stopped rising, but yet to start falling, auto dealers excepted.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

EZ Datanote: Industrial Production, EZ, October 2023

In one line: Exaggerated by an Irish drop, but still not good news.

Melanie Debono (Senior Eurozone Economist)Eurozone

China+ Datanote: Money & Credit, China, November

China’s ebbing money growth is a symptom of soggy credit demand

Duncan WrigleyChina+

UK Datanote: U.K. International Trade, October 2023

In one line: Narrowing trend to re-emerge during the rest of Q4.

UK Datanote: U.K. GDP, October 2023

In one line: A broad-based drop, but expect a recovery in the final two months of 2023.

Samuel TombsUK

CHINA+ DATA WRAP 13 DECEMBER 2023: Japan's headline Tankan index improves

Japan's headline Tankan index improves, but outlook worsens

Duncan WrigleyChina+

13 December 2023 LatAm Monitor Inflation in Brazil and Colombia Slows, Allowing Policy Easing

Brazil’s November inflation numbers support the case for bolder rate cuts during Q1, fiscal issues permitting.
Headline inflation is declining faster than expected in Colombia, but the core remains sticky, for now.
The headline inflation fall is good enough to trigger action by BanRep next week.

Andrés Abadía (Chief LatAm Economist)Latin America