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

Global Datanote: US CPI, May

Disinflation is back on track; expect two easings in today’s 2024 dot plot.

Ian Shepherdson (Chief Economist, Chairman and Founder)Global

PM Datanote: US CPI, May

Disinflation is back on track; expect two easings in today’s 2024 dot plot.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

UK Datanote: UK International Trade, April 2024

In one line: Not a lot happening once we look through the noise from erratics, gold and fuel.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GDP April 2024

In one line: Flat GDP is a result, leaving the economy on track to grow 0.4% quarter-to-quarter in Q2.

Rob Wood (Chief UK Economist)UK

Global Datanote: May CPI & April IP, India

In one line: Some green shoots on food inflation; IP appears to be breaking out of its recent stagnation.

Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: May CPI & April IP, India

In one line: Some green shoots on food inflation; IP appears to be breaking out of its recent stagnation.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: Bank of Thailand Decision

In one line: Fundamentally complacent.

Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: Bank of Thailand Decision

In one line: Fundamentally complacent.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EZ Datanote: Detailed Inflation, Germany, May 2024

In one line: Nasty, especially in the core, but it’ll get better soon.

Claus Vistesen (Chief Eurozone Economist)Eurozone

PM Datanote: Industrial Production, Mexico, April, 2024

In one line: Manufacturing remains under strain and the near-term outlook is difficult.

Andrés Abadía (Chief LatAm Economist)Latin America

Global Datanote: CPI, Brazil, May, 2024

In one line: Hit by increased food prices, due to the floods in the south.

Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: Inflation IPCA, Brazil, May, 2024

In one line: Hit by increased food prices, due to the floods in the south.

Andrés Abadía (Chief LatAm Economist)Latin America

PM Datanote: US NFIB Survey, May

A partial recovery, but still a downbeat picture.

Oliver Allen (Senior US Economist)US

UK Datanote: U.K. Labour Market Data, April / May 2024

In one line: Not as bad as feared, labour market is easing and wage growth will follow.

Rob Wood (Chief UK Economist)UK

PANTHEON EM ASIA DATA WRAP 11 June 2024

Indonesia’s Ramadan demand this year ends with a whimper
Malaysian retail sales growth slows in April, despite friendly base effects
We’ll swallow the Philippines' big April deficit, as imports showed signs of life

Miguel Chanco (Chief EM Asia Economist)Emerging Asia