Pantheon Macroeconomics

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Pantheon Publications

Below is a list of our Publications for the last 5 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: ISTAT Confidence, Italy, February 2025

In one line: Business sentiment eases despite improvement in manufacturing. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Money Supply, Eurozone, January 2025

In one line: Upturns in real M1 growth and credit impulse continue.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: INSEE Consumer Confidence, France, February 2025

In one line:  Decent headline, but rising unemployment fears is a red flag. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: GfK/NIM Consumer Confidence, Germany, February 2025

In one line: Little sign of recovery in consumer confidence, but maybe the election changed that.

Melanie Debono (Senior Eurozone Economist)Eurozone

Global Datanote: Bank of Thailand Decision

  • In one line: Expect one more—final—cut in Q2, after today’s surprise reduction.

Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: Bank of Thailand Decision

  • In one line: Expect one more—final—cut in Q2, after today’s surprise reduction.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PM Datanote: Inflation IPCA-15, Brazil, February

  • In one line: Undershooting expectations, but the outlook remains difficult.

Andrés Abadía (Chief LatAm Economist)Latin America

EZ Datanote: Detailed GDP, Germany, Q4-24

In one line: Stung by plunge in net exports; consumption is now growing, but weakly.

Claus Vistesen (Chief Eurozone Economist)Eurozone

China+ Datanote: BoK Decision, Korea, February

Governor Rhee signals one or two additional rate cuts this year after BoK's easing move today

Duncan WrigleyChina+

CHINA+ DATA WRAP 25 February 2025: Governor Rhee signals more rate cuts

Governor Rhee signals one or two additional rate cuts this year after BoK's easing move today

Duncan WrigleyChina+

EZ Datanote: IFO BCI, Germany, February 2025

In one line: Steady; not a reflection of firms’ attitudes to election result.

Melanie Debono (Senior Eurozone Economist)Eurozone

PM Datanote: US S&P Global Composite PMI, February

Decision-making on hold until the federal policy outlook becomes clearer.

Samuel TombsUS

Global Datanote: Final GDP, Mexico, Q4, 2024

  • In one line: A bad end to the year, and downside risks have increased.

Andrés Abadía (Chief LatAm Economist)Global

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Keywords for: Publications

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