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.

18 May 2022 Colombia's Solid Recovery Continued in Q1, but the Pace is Unsustainable

Colombia’s solid recovery continued in Q1, thanks mainly to robust private consumption... ...But momentum is already fading on a sequential basis, due to deteriorating...

Andres Abadia (Senior International Economist)Latin America, Daily Monitor

18 May 2022 Consumption off to a Flying Start in Q1, Despite the Inflation Shock

The strong retail sales numbers for April suggest second quarter consumption is on track for 5% or so. People appear to be drawing down some of their pandemic savings, but...

Ian Shepherdson (Chief Economist and Founder)U.S., Daily Monitor

18 May 2022 Thailand's Q1 was Solid, but the Recovery will Now be More Fragile

Thailand’s Q1 GDP surprised to the upside, with year-over-year growth rising to 2.2%, from 1.8%. We expect a more pronounced acceleration in Q2, solely on the back of the...

Miguel Chanco (Chief EM Asia Economist)Emerging Asia, Daily Monitor

18 May 2022 We Remain Bullish on Eurozone Labour Market Prospects

EZ GDP rose a tad quicker than initially estimated in Q1, lifting the carry-over for full-year growth in 2022. Employment in the EZ is rising quicker than implied by...

Claus Vistesen (Chief Eurozone Economist)Eurozone, Daily Monitor

PM Datanote: U.S. Retail Sales, April

In one line: A solid start to Q2; no sign of any hit from energy and food prices

Ian Shepherdson (Chief Economist and Founder)U.S., Datanotes

EZ Datanote: GDP & Employment, Eurozone, Q1 2022

In one line: Growth should accelerate a touch in Q2 but employment growth will probably ease from here.

Melanie Debono (Senior Eurozone Economist)Eurozone, Datanotes

Global Datanote: Trade, Indonesia, April

In one line: This is why the ban on palm oil was an easy decision.

Miguel Chanco (Chief EM Asia Economist)Global, Datanotes

PANTHEON EM ASIA DATA WRAP 17 May 2022

Thailand brushed off Omicron in Q1This is why the ban on palm oil was an easy decision for Indonesia Worrying print, but upstream oil inflation in India probably has peaked

Miguel Chanco (Chief EM Asia Economist)Emerging Asia, Datanotes

17 May 2022 Mexico's Industrial Upturn Continued in Q1, but the Outlook has Darkened

Mexico's total industrial output contributed to GDP growth in Q1, but the outlook is overcast.High inflation, deteriorating global supply conditions, and increased domestic uncertainty, remain drags.Argentina's inflation nightmare continues, despite the government's efforts to put a lid on the uptrend.

Andres Abadia (Senior International Economist)Latin America, Daily Monitor

17 May 2022 Homebase Data Suggest May Payrolls Rose by About 250K

The preliminary Homebase data for the payroll survey week signal an increase of about 250K.Autos, gas prices and restaurants likely boosted April retail sales, but the core seems to have been softish.Homebuilders' sentiment will roll over, sooner or later, in the face of plunging mortgage demand.

Ian Shepherdson (Chief Economist and Founder)U.S., Daily Monitor

17 May 2022 What is Happening to the EU Ban on Russian Oil Imports

EZ trade data show that sanctions hit trade with Russia hard, and energy imports fell in March.Progress in imposing an oil ban has stalled, as four countries, led by Hungary, threaten to veto it......The risk to our assumption that the EU will push ahead with a ban on gas soon, is towards no ban.

Melanie Debono (Senior Eurozone Economist)Eurozone, Daily Monitor

17 May 2022 Recession Now Looks Unavoidable for China, thanks to Zero-Covid

We are lowering our Chinese GDP forecast, as the data for April were closer to reality than expected.Prolonged zero-Covid restrictions risk permanent economic scarring, limiting any rebound.China's property sector is a separate--and over- looked--drag on activity, and set to persist.

Craig BothamChina+, Daily Monitor

17 May 2022 The Trade Deficit will Remain Large, Casting a Shadow Over Sterling

The trade deficit, excluding erratics, jumped to a recordhigh in March, largely due to the surge in energy prices.High energy prices, surging imports of travel services and weak export growth will keep the deficit wide.Governor Bailey is showing no signs of buckling to pressure from MPs for faster rate hikes to tame inflation.

Samuel Tombs (UK Economist)U.K., Daily Monitor

Global Datanote: GDP, Colombia, Q1, 2022

In one line: The solid recovery continued in Q1, but momentum is already fading on a sequential basis.

Andres Abadia (Senior International Economist)Global, Datanotes

PM Datanote: GDP, Colombia, Q1, 2022

In one line: The solid recovery continued in Q1, but momentum is already fading on a sequential basis.

Andres Abadia (Senior International Economist)Latin America, Datanotes

PM Datanote: U.S. Empire State Survey, May

In one line: Soft, but not a definitive guide to national manufacturing

Ian Shepherdson (Chief Economist and Founder)U.S., Datanotes

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Publication Type

Filter by Author

Global Publications Only

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 subcribing to and click next.

United States

Eurozone

United Kingdom

China +

Emerging Asia

Latin America

Next

 
Consistently Right
Access Key Enabled Navigation
Keywords for: Publications

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