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, or contact your account rep

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15 Oct 2021 Spanish Firms Disproportionately Impacted by Surging Gas Prices

Gas prices in Europe have continued their rise since the start of the year... ...Governments are trying hard to shield consumers, but businesses will be hit harder. Our...

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

15 Oct 2021 Chilean Policymakers are Facing an Inflation and Political Perfect Storm

A perfect storm continues to build in Chile for interest rates to surge beyond neutrality. For Chile--as for most of LatAm--higher commodity prices have coincided with...

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

15 Oct 2021 Retail Sales Growth Likely Dipped in September, as Delta Began to Fade

Retail sales growth likely slowed in September, but that's not necessarily bad news... ...The decline in Covid cases likely pushed up spending on non-retail services, at the...

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

15 Oct 2021 September's Surprisingly Soft Price Data won't Buy the RBI Much Time

A normalisation of monetary policy in India still is around the corner, even if the recovery loses vigour. September's CPI and WPI headlines were softer than expected, thanks...

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

15 Oct 2021 Core Inflation in Germany Will Rise above 3% in the Fourth Quarter

German core inflation is still rising; we think it will hit 3%-plus in Q4, before easing in January. Electricity inflation in Spain is still rocketing, threatening consumer's...

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

15 Oct 2021 The Evergrande Fiasco and Energy Prices Will Spoil the Recovery

A weak third quarter GDP print for China is a certainty, with the economy facing multiple headwinds. Early data hint at the damage done, but September is just the start. The...

Craig BothamChina+, Economic Monitor, Asia Key Issues

15 Oct 2021 The OBR's New Interest Payments Forecast will Make Mr. Sunak Wince

The OBR likely will revise up its forecast for debt interest payments in 2022/23 by nearly 1% of GDP. Interest payments will be boosted by the outlook for high inflation and...

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

EM Asia Datanote: Trade, India, September 2021

In one line: Not exactly a sign that domestic demand is roaring back.

Miguel Chanco (Senior Asia Economist)Emerging Asia, Datanotes

UK Datanote: U.K. RICS Residential Market Survey, September 2021

In one line: Prices still rising, despite the end of the SDLT holiday.

Samuel Tombs (UK Economist)U.K., Datanotes


Don't expect non-core disinflation to help much more in the short run

Miguel Chanco (Senior Asia Economist)Emerging Asia, Datanotes


Energy shortages push PPI to fresh heights while food remains the dominant theme for CPI The immediate impact is felt by industry, but it will spread

Craig BothamChina+, Datanotes

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