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

EM Asia Datanote: CPI, Taiwan, May

  • In one line: Goods inflation U-turns, while services inflation remains sticky.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PM Datanote: US ISM Services Survey, May

A solid headline number, but the labor market is a weak spot.

Oliver Allen (Senior US Economist)US

PM Datanote: US ADP Employment Report, May

ADP is too unreliable to take seriously, though it’s consistent with our payroll forecast.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

UK Datanote: U.K. Car Registrations, May 2024

  • In one line: Cautious consumers keep private sales falling.

Rob Wood (Chief UK Economist)UK

PANTHEON EM ASIA DATA WRAP 5 June 2024

Tough start to Q2 for Singaporean consumption
No breach of the BSP’s inflation target range to see here

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

Global Datanote: GDP, First Quarter, Brazil, 2024

  • In one line: A solid Q1, but conditions have worsened recently.

Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: GDP, First Quarter, Brazil, 2024

  • In one line: A solid Q1, but conditions have worsened recently.

Andrés Abadía (Chief LatAm Economist)Latin America

Global Datanote: Manufacturing PMI, ASEAN, May

  • In one line: ASEAN’s main exporters are finally staging a revival… slowly.

Miguel Chanco (Chief EM Asia Economist)Global

PANTHEON EM ASIA DATA WRAP 4 June 2024

ASEAN’s main exporters are finally staging a revival… slowly

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

UK Datanote: U.K. BRC Retail Sales Monitor, May 2024

  • In one line: Retail sales bounce back from April’s catastrophe.

Rob Wood (Chief UK Economist)UK

China+ Datanote: Exports, Korea, May

In one line: Korea’s export recovery continues, led by strong ICT demand and lumpy ship exports

Kelvin Lam (Senior China+ Economist)China+

PM Datanote: US ISM Manufacturing Survey, May

Manufacturing recovery fizzling out before it has even begun.

Oliver Allen (Senior US Economist)US

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Keywords for: Publications

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