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

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

10 Aug 2022 EZ Monitor

What Does Record-High Inflation Mean for the EZ Economic Data

Claus Vistesen (Chief Eurozone Economist)Eurozone, Daily Monitor

10 Aug 2022 Emerging Asia Monitor

Can't Ignore the Risk of a Technical Recession in the Philippines

Miguel Chanco (Chief EM Asia Economist)Emerging Asia, Daily Monitor

10 Aug 2022 UK Monitor

Rate Cuts Next Year? Don't Price Them In Until Q4 2023 at the Earliest

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

July 2022 - Latin America Chartbook

Economic Activity Is Showing Renewed Signs Of Fatigue...But Inflation Is Finally Edging Lower

Andres Abadia (Senior International Economist)Latin America, Chartbook


Filipino consumers abandoned ship in Q2 Sales in the Philippines stabilised--somewhat--heading into Q3The good times in Philippine semiconductors didn't last longStill waiting for a material acceleration in Indonesian retail sales

Miguel Chanco (Chief EM Asia Economist)Emerging Asia, Datanotes

UK Datanote: U.K. BRC Retail Sales Monitor, July 2022

In one line: No sign of a boost to sales from government support measures yet.

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

CHINA+ DATA WRAP 08 AUGUST 2022: An upside surprise, but Chinese exports are losing momentum at last

Chinese trade continues to surprise to the upsideChina's FX reserves recover slightly, but have further to fall

Craig BothamChina+, Datanotes

Global Datanote: U.S. Employment

In one line: Strong everywhere except participation, unfortunately

Miguel Chanco (Chief EM Asia Economist)Global, Datanotes

PM Datanote: U.S. Employment, July

In one line: Strong across the board, except participation, unfortunately

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

PM Data Note: Current Account, China, Q2

In one line: External headwinds are building for China

Craig BothamChina+, Datanotes

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