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: Advance Inflation, Eurozone, July 2021

In one line: Still-sticky energy inflation; ignore the dip in the core, it will rebound, strongly. 

Claus Vistesen (Chief Eurozone Economist)Eurozone, Datanotes

EZ Datanote: GDP, Inflation and Unemployment, Eurozone 2021

In one line: Solid; ignore the drop in core inflation; it will come back in August, strongly. 

Claus Vistesen (Chief Eurozone Economist)Eurozone, Datanotes

EZ Datanote: Advance GDP, Germany & Italy, Q2 2021

In one line: Mildly disappointing in Germany and rocketing in Italy; EZ GDP to surprise to the upside. 

Claus Vistesen (Chief Eurozone Economist)Eurozone, Datanotes

EZ Datanote: Advance Inflation, France, July 2021

In one line: The core was hit by base effects in goods; it will rebound in August. 

Claus Vistesen (Chief Eurozone Economist)Eurozone, Datanotes

EZ Datanote: Advance GDP, France, Q2 2021

In one line: Decent, but held back by fall in goods spending; Q3 will be better. 

Claus Vistesen (Chief Eurozone Economist)Eurozone, Datanotes

Global Datanote: Advance Inflation, Eurozone, July 2021

In one line: Still-sticky energy inflation; ignore the dip in the core, it will rebound, strongly.

Claus Vistesen (Unknown)Global, Datanotes

EZ Datanote: Advance GDP, France, Q2

In one line: Decent, but held back by fall in goods spending; Q3 will be better.

Claus Vistesen (Chief Eurozone Economist)Eurozone, Datanotes

30 July 2021 Mr Castillo's Bittersweet Speech Packs Few Punches for Markets

Left-wing Mr. Castillo is sworn in as president of Peru; the inaugural speech provokes mixed reviews... ...But the opposition will lead Congress, easing the risks of populist...

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

30 July 2021 Brace for Another Outsized Jump in Employment Costs

Another outsized increase in the ECI measure of wages would be awkward... ...But the Fed will argue that increased labor supply in the fall will prevent inflationary wage...

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

30 July 2021 Delta is Writing-off Vietnam's Q3, and Forcing a 2021 Downgrade

The hit from the Delta surge in Vietnam will affect most of Q3; we see GDP growth slowing to 4.0%. The plunge in retail sales is mirroring the damage in 2020, and current...

Miguel Chanco (Senior Asia Economist)Emerging Asia, Economic Monitor

30 July 2021 German Inflation is now Red Hot, but Broadly as Expected

Headline inflation in the EZ likely was a touch stronger than we initially expected in July. Core and headline inflation in Germany is rocketing, mostly due to base effects...

Claus Vistesen (Chief Eurozone Economist)Eurozone, Economic Monitor, Eurozone Key Issues

30 July 2021 June's Money Data Point to Increased Consumer Caution

The slowdown in consumer credit gross lending in June suggests monthly GDP growth slowed. Households remained cautious; last month liquid assets increased at a faster rate than...

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

EZ Datanote: Advance Inflation, Germany, July 2021

In one line: The red-hot German inflation print has arrived; and it will get hotter still.

Claus Vistesen (Chief Eurozone Economist)Eurozone, Datanotes

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Publication Type

Filter by Author

Global Publications Only

Filter by Date

  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