Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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: Advance Inflation, Germany, December 2023

In one line: Headline rebounds more than expected, but the core undershot our forecast.

Claus Vistesen (Chief Eurozone Economist)Eurozone

Global Datanote: Final PMIs, Eurozone, December 2023

In one line: Revised higher, but still consistent with a technical recession.

Claus Vistesen (Chief Eurozone Economist)Global

EZ Datanote: Final PMIs, Eurozone, December 2023

In one line: Revised higher, but still consistent with a technical recession.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Inflation, North Rhine Westphalia & France, December 2023

In one line: EZ headline rebounded in December, but the core likely eased further.

Claus Vistesen (Chief Eurozone Economist)Eurozone

CHINA+ DATA WRAP 4 JANUARY 2024; Caixin services PMI; Japan final mfg PMI

Caixin services PMI offers glimmers of hope

Japanese manufacturing activity is struggling

Duncan WrigleyChina+

PM Datanote: U.S. ISM Manufacturing Survey, December

Better than expected, but still poor.

US

PM Datanote: Unemployment, Germany, December

In one line: Stable, but we doubt the trend in claims is improving.

Claus Vistesen (Chief Eurozone Economist)Eurozone

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, December 2023

  • In one line: Downturn in manufacturing output has further to run. 

UK

Final Manufacturing PMIs & Money Supply, EZ, Dec/Nov 2023

In one line: EZ manufacturing remained in recession in Q4; is the plunge in M1 fading?

Claus Vistesen (Chief Eurozone Economist)Eurozone

China+ Datanote: Caixin Manufacturing PMI, China, December

The volatile Caixin PMI is more optimistic than the official measure again

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 2 JANUARY 2024

The volatile Caixin PMI is more optimistic than the official measure again

Korea’s manufacturing activities steady in December

Korean export growth accelerates on a WDA basis 

Kelvin Lam (Senior China+ Economist)China+

Global Datanote: CPI, Indonesia, December

  • In one line: The H2 rise in food inflation is finally over.

Miguel Chanco (Chief EM Asia Economist)Global

PANTHEON EM ASIA DATA WRAP 2 January 2024

Jump in Singaporean GDP growth in Q4 was powered by a rebound in manufacturing
ASEAN entered 2024 with negative momentum
The H2 rise in Indonesian food inflation is finally over

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PM Datanote: U.S. New Home Sales, November

Poor, but likely to improve over the next couple months.

US

PM Datanote: U.S. Durable Goods Orders, November

The underlying picture remains weak, despite the positive headline numbers.

US

Global Datanote: Economic activity index, Mexico, October, 2023

  • In one line: A soft start to the quarter, despite the strong-looking headline.

Andrés Abadía (Chief LatAm Economist)Global

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Region

Filter by Publication Type

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters
 

Sign up for your complimentary trial

To start your complimentary trial, highlight the areas you are interested in subcribing to and click next.

United States

Eurozone

United Kingdom

China +

Emerging Asia

Latin America

Next

 
Consistently Right
Access Key Enabled Navigation
Keywords for: Publications

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