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

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3 Aug 2021 The Swiss Economy Entered Q3 on the Front Foot

Raft of Swiss data reaffirm our view that the economy is recovering quicker than the Eurozone. The pick-up in Swiss inflation in July is nowhere near enough to set...

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

3 Aug 2021 BanRep Keeps Rates on Hold, but it will Hike Soon, as Inflation Bites

Colombia’s central bank kept the main rate on hold, but the split Board introduced a clear hawkish tone. Inflation is rising rapidly, and prospects remain grim;...

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

3 Aug 2021 China's Manufacturing Underperformance Continues

China's weak July PMIs play into a wider story of underperformance in trade and manufacturing. The official and Caixin reports are at odds on prices, but we...

Freya Beamish (Chief Asia Economist)China+, Economic Monitor, Asia Key Issues

3 Aug 2021 India's Post-Delta Economic Rebound is Well and Truly Underway

Indian industry ended Q2 on a good note, and this momentum has carried over into the start of Q3. The fiscal deficit narrowed markedly in Q2, albeit not entirely...

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

3 Aug 2021 When will the Manufacturing Sector's Recovery Get Back on Track?

The recovery in the manufacturing sector slowed in July, probably to a complete standstill. Output should pick up in the autumn, amid easing supply constraints and...

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

PANTHEON EMERGING ASIA DATA WRAP 2.4.21

Indonesia joins the demise of Delta-hit ASEAN countries India's survey data are finally reflecting the post-Delta bounce Ignore the dip in Indonesian core inflation;...

sogorski hannahEmerging Asia, Datanotes

CHINA+ DATA WRAP 2.8.21

Broad weakness for manufacturing; PPI inflation still hot

sogorski hannahChina+, Datanotes

EZ Datanote: Retail Sales, Germany, June

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

Claus Vistesen (Chief Eurozone Economist)Eurozone, Datanotes

EM Asia Datanote: Manufacturing PMI, ASEAN, July

In one line: Indonesia joins the demise of Delta-hit countries.

sogorski hannahEmerging Asia, Datanotes

China+ Datanote: Official and Caixin PMIs, July, China

In one line: Broad weakness for manufacturing; PPI inflation still hot

sogorski hannahChina+, Datanotes

2 Aug 2021 Punchy Growth in the Periphery to Push EZ Forecasts Higher in Q3

EZ GDP data beat expectations in Q2, which will drive upward revisions to 2021 forecasts. We now expect full-year GDP growth in the Euro- zone of 5.0% in 2021, up from...

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

2 Aug 2021 Mexico's Recovery Continues, as Spending on Services Ramps Up

Mexico's economy gathered speed in Q2, thanks to solid services activity and despite one-off shocks. Manufacturing activity has stalled, due to global supply issues, but...

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

2 Aug 2021 Underlying Chinese Inflation is More Progressed than in DMs

China's PPI inflation is at or near its peak, and CPI inflation remains relatively tame... ... But underlying inflationary pressure is more ad- vanced in China,...

Freya Beamish (Chief Asia Economist)China+, Economic Monitor, Asia Key Issues

2 Aug 2021 Trade Shielded Thailand from the 1st Delta Hit; All Bets are Off for Q3

Thailand's Q2 GDP report this month is likely to be fairly punchy, despite the early hit of the Delta surge. Expect net trade to mask most of the Q2 softness in...

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

2 Aug 2021 Rising Covid-19 Cases Temporarily Slowed the Recovery in July

The ONS' Business Impact of Covid-19 survey suggests business turnover has flatlined since late May. The disruption caused by the "pingdemic" wors- ened in late July, but...

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

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