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 info@pantheonmacro.com, or contact your account rep.

Please use the filters on the right to search for a specific date or topic.

Global Datanote: Inflation, Switzerland, March 2025

In one line: Holding at a 46-month low, but will rise again soon; Swiss retaliation to US tariff hikes poses an upside risk.

Melanie Debono (Senior Eurozone Economist)Global

EZ Datanote: Inflation, Switzerland, March 2025

In one line: Holding at a 46-month low, but will rise again soon; Swiss retaliation to US tariff hikes poses an upside risk.

Melanie Debono (Senior Eurozone Economist)Eurozone

CHINA+ DATA WRAP 3 April 2025: China's response to US tariff hike

China likely to step up fiscal and monetary policy support, allow weaker RMB, in response to hefty US tariff hike; 
Caixin services activity rises

Duncan WrigleyChina+

PM Datanote: Industrial Production, Brazil, February, 2025

  • In one line: Reduced confidence and tight financial conditions are drags.

Andrés Abadía (Chief LatAm Economist)Latin America

Global Datanote: Manufacturing PMI, ASEAN, March

  • In one line: The nascent improvement is far from comprehensive.

Miguel Chanco (Chief EM Asia Economist)Global

PANTHEON EM ASIA DATA WRAP 2 April 2025

The nascent improvement in ASEAN manufacturing is far from comprehensive

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

UK Datanote: U.K. Nationwide House Prices, March 2025

  • In one line: Stamp duty changes halt house price inflation in March, but it will accelerate again.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Final Manufacturing PMI, March 2025

  • In one line: Tariffs will keep manufacturing output falling for the forseeable future.

Rob Wood (Chief UK Economist)UK

Global Datanote: Economic activity index, Chile, February, 2025

  • In one line: A poor headline, but the underlying trend remains positive.

Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: Economic activity index, Chile, February, 2025

  • In one line: A poor headline, but the underlying trend remains positive.

Andrés Abadía (Chief LatAm Economist)Latin America

EZ Datanote: Unemployment, Eurozone, February 2025

In one line:  A new record low; another data point for ECB hawks. 

Melanie Debono (Senior Eurozone Economist)Eurozone

3 April 2025 US Monitor Break-even payroll growth likely has stepped down, but only modestly

  • Border Patrol encounters have fallen to zero, but unauthorized immigration likely will rebound soon.
  • ICE arrests have risen only slightly; the hit to labor force growth so far is modest.
  • A shrinking wage growth premium for job switchers suggests lower core services inflation ahead. 

Samuel TombsUS

3 April 2025 Emerging Asia Monitor A manufacturing and export health-check, just before 'Liberation Day'

  • The manufacturing PMIs for India and ASEAN have regained momentum recently; Taiwan is wobbling…
  • …But the pick-up within ASEAN is skewed; expect domestic demand’s outperformance to continue.
  • Regional export volumes are hovering above trend, implying they could stomach a big hit from tariffs.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

3 April 2025 Eurozone Monitor Waiting for President Trump to reveal his hand on tariffs

  • The euro area economy comes into ‘Liberation Day’ in a relatively good position. 
  • A 25% blanket tariff on EZ exports to the US would bring down our 2025 growth forecast by 0.4pp. 
  • EU retaliation could raise EZ core goods inflation, but it depends on the size and scope of import tariffs.

Claus Vistesen (Chief Eurozone Economist)Eurozone

3 April 2025 UK MonitorCPI preview: dropping to 2.7% in calm before the storm

  • We expect CPI inflation to decline to 2.7% in March, matching the MPC’s forecast.
  • Petrol price falls will drag inflation down, while core price gains will remain firm.
  • March is the calm before the storm of April price hikes, which should drive up headline inflation to 3.6%.

Rob Wood (Chief UK Economist)UK

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