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.

China+ Datanote: BoK Decision, Korea, May

In one line: The Bank of Korea stands pat in May, citing upside risks to inflation

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Flash Manufacturing PMI, Japan, May

In one line: Japan’s manufacturing activity expands for the first time in a year, largely driven by improvements in output and new orders.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 23 May 2024: The BoK stays put in May, citing upside risks to inflation

The Bank of Korea stands pat in May, citing upside risks to inflation

Japan’s manufacturing activity expands for the first time in a year, largely driven by improvements in output and new orders.

Services activity continues to grow at solid pace in May 

Kelvin Lam (Senior China+ Economist)China+

PM Datanote: US New Home Sales, April

The drop in sales is probably noise, but the underlying trend is weak.

Oliver Allen (Senior US Economist)US

Global Datanote: Advance PMIs, France, May 2024

In one line:  Was the rise in French private sector activity short-lived?

Melanie Debono (Senior Eurozone Economist)Global

EZ Datanote: Advance PMIs, France, May 2024

In one line: Was the rise in French private sector activity short-lived?

Melanie Debono (Senior Eurozone Economist)Eurozone

Global Datanote: Advance PMIs, Germany, May 2024

In one line:  Services leads the way while industry downturn is easing. 

Melanie Debono (Senior Eurozone Economist)Global

EZ Datanote: Advance PMIs, Germany, May 2024

In one line: Services leads the way while industry downturn is easing. 

Melanie Debono (Senior Eurozone Economist)Eurozone

Global Datanote: Advance PMIs, Eurozone, May 2024

In one line: Decent; services activity is firm, even as inflation pressures ease.

Claus Vistesen (Chief Eurozone Economist)Global

EZ Datanote: Advance PMIs, Eurozone, May 2024

In one line: Decent; services activity is firm, even as inflation pressures ease.

Claus Vistesen (Chief Eurozone Economist)Eurozone

PANTHEON EM ASIA DATA WRAP 23 May 2024

India’s lofty manufacturing PMI is becoming more well-rounded
India’s unreliable flash services PMI is still plateauing
Higher utilities inflation in Singapore offsets food disinflation in April

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

24 May 2024 LatAm Monitor Banxico navigates sticky headline inflation amid slowing growth

  • Mexico’s Q1 GDP upward revision masks the underlying economic slowdown; rate cuts are badly needed.
  • Pre-election spending will fuel short-term growth, despite rising public debt and economic challenges.
  • Core inflation is easing in May, allowing a still-hawkish Banxico to consider rate cuts next month.

Andrés Abadía (Chief LatAm Economist)Latin America

24 May 2024 China+ Monitor BoK signals delay to rate cuts on rising inflation risks

  • The BoK stood pat in May, citing rising inflation risks due to strengthening economic conditions.
  • The rate-cut timing is less certain now due to volatile expectations of the Fed’s move and geopolitical risk . 
  • Japan’s flash PMI surveys show tentative signs of growth broadening to manufacturing.

Kelvin Lam (Senior China+ Economist)China+

UK Datanote: U.K. Official House Price Index, March

  • In one line: House prices jump in March, but further gains will be more challenging as markets reprice rate cuts.

Rob Wood (Chief UK Economist)UK

24 May 2024 US Monitor Indicators pointing to a worsening labor market still in the majority

  • Ignore the rise in the composite PMI in May it has been a poor guide to GDP growth since the pandemic... 
  • ...The failure of the employment index to reverse April's plunge adds to signs of slowing payroll growth.
  • We look for a small rise in core capital goods shipments in April, due to a calendar quirk, not an improving trend.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

24 May 2024 Emerging Asia Monitor Here comes the downshift in Indian GDP growth from 8%-plus

  • Our final forecast for India’s Q1 GDP next week sees growth slow to 6.2%, from 8.4% in Q4…
  • …The hits should come from an import bounce, weaker public spending and a plunge in valuables.
  • Taiwanese retail sales will remain subdued for the rest of Q2, but a late -H2 recovery is in the works.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

24 May 2024 Eurozone Monitor ECB to cut rates in June, but the July reduction perished yesterday

  • The June rate cut is safe, but sticky Q1 negotiated wage growth will prevent another one in July. 
  • We now see the ECB easing by 25bp in June, September, October and December; no cuts in 2025.
  • The May EZ PMIs add to our conviction that EZ GDP growth is continuing its tepid rebound in Q2.

Claus Vistesen (Chief Eurozone Economist)Eurozone

  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 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

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