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.

July 2024 - EZ Economic Chartbook

EZ LEADING INDICATORS ARE THROWING OFF MIXED SIGNALS

  • ...WHICH ONES SHOULD YOU TRUST?

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: ISTAT Confidence, Italy, July 2024

In one line: Edging down, in line with deteriorating overall business sentiment in France and Germany 

Melanie Debono (Senior Eurozone Economist)Eurozone

China+Datanote: Tokyo CPI, Japan, July

Tokyo consumer inflation unlikely to trouble the BoJ

Duncan WrigleyChina+

PANTHEON EM ASIA DATA WRAP 26 July 2024

A big bounce in net goods trade will help Thailand's Q2 GDP

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

UK Datanote: UK Flash PMIs, July 2024

  • In one line: A mixed bag for the MPC as inflation slows but employment and business confidence surge.

Samuel TombsUK

July 2024 - U.K. Housing Watch

HOUSE PRICES DEFY HIGH INTEREST RATES...

  • ...WE EXPECT 4% HOUSE-PRICE INFLATION IN 2024

Elliott Laidman Doak (Senior UK Economist)UK

US Durable Goods/Jobless Claims

The underlying trend in equipment investment looks weak, despite the bumper Q2 headline.

Oliver Allen (Senior US Economist)US

UK Datanote: U.K. CBI Industrial Trends Survey, July

  • In one line: CBI orders and prices fall in July, but both should rebound in August.

Andrés Abadía (Chief LatAm Economist)UK

China+ Datanote: PBoC Policy Decision, China, July

The PBoC's surprise MLF rate cut rams home China's re-orientation towards short-term growth support; fiscal policy tweaks

Duncan WrigleyChina+

EZ Datanote: Money Supply, Eurozone, June 2024

In one line: Still pointing to an improvement in growth, in contrast to the business surveys. 

Melanie Debono (Senior Eurozone Economist)Eurozone

PM Datanote: US Advance Goods Trade, June

Hit to Q2 GDP growth from net trade probably offset by inventories and investment.

Oliver Allen (Senior US Economist)US

PM Datanote: Bi-weekly CPI, Mexico, July, 2024

  • In one line: Core inflation remains under control, giving Banxico room for manoeuvre, despite the ugly headline. 

Andrés Abadía (Chief LatAm Economist)Latin America

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