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.

Datanotes

EZ Datanote: Current Account, Eurozone, February 2024

In one line: Hit by a fall in the goods surplus; portfolio inflows remain robust.

Claus Vistesen (Chief Eurozone Economist)Eurozone

Global Datanote: Detailed Inflation, Eurozone, March

In one line: Core inflation will fall further in coming months, but rising oil prices is a threat to the headline. 

Claus Vistesen (Chief Eurozone Economist)Global

EZ Datanote: Detailed Inflation, Eurozone, March

In one line: Core inflation will fall further in coming months, but rising oil prices is a threat to the headline. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

PANTHEON EM ASIA DATA WRAP 17 April 2024

Sharp drop in pharmaceuticals drags on Singaporean exports
Indonesian retail sales benefit from an election pop in February

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

China+ Datanote: Exports, Japan, March

In one line: Japanese exports grow sturdily in March, lifted by strong Chinese demand and a weak yen.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: BoK Decision, Korea, April

In one line: The BoK stays put as inflation remains elevated, no surprise to the market.

Kelvin Lam (Senior China+ Economist)China+

PM Datanote: Housing Starts, March 2024

Large fall is likely an Easter timing quirk; the trend still looks flat.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

EZ Datanote: Trade Balance, Eurozone, February 2024

In one line: A setback was coming, but the improvement remains intact.

Claus Vistesen (Chief Eurozone Economist)Eurozone

CHINA+ DATA WRAP 16 April 2024: Chinese GDP beats expectations

Chinese GDP beats expectations, despite an uneven recovery and looming oversupply issues

Duncan WrigleyChina+

PM Datanote: US NAHB Index, April

Limited inventory of existing homes continues to help homebuilders.

Oliver Allen (Senior US Economist)US

EM Asia Datanote: Trade, India, March

  • In one line: Little real good news from the smallest deficit in nearly a year.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: WPI, India, March

  • In one line: A simultaneous easing in manufactured products and fuel & power deflation.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

China+ Datanote: MLF Rate, China, April

The PBoC keeps the MLF rate on hold, despite slowing credit growth

Duncan WrigleyChina+

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Keywords for: Publications

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