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.

EM Asia Datanote: Customs Trade, Thailand, May

  • In one line: A not-so-emphatic return to the black, once adjusted for seasonality.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

UK Datanote: UK Flash PMIs, June 2024

  • In one line: The PMI fall is an election-related blip, the UK is growing fine.

Samuel TombsUK

Global Datanote: Advance PMIs, Eurozone, June 2024

In one line: Slower but still decent growth and price pressures are easing.

Melanie Debono (Senior Eurozone Economist)Global

EZ Datanote: Advance PMIs, Eurozone, June 2024

In one line: Slower but still decent growth and price pressures are easing.

Melanie Debono (Senior Eurozone Economist)Eurozone

UK Datanote: UK Public Finances, May 2024

  • In one line: Borrowing close to Budget forecasts, but unrealistic spending plans mean the next government will borrow more and raise taxes.

Rob Wood (Chief UK Economist)UK

UK Datanote: Retail Sales, May 2024

  • In one line:Shoppers return in force, offering upside risks to Q2 GDP.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK GfK Consumers' Confidence Survey, June 2024

  • In one line: Strengthening real wage growth and emerging hopes for the economy boost consumer confidence.

Rob Wood (Chief UK Economist)UK

PANTHEON EM ASIA DATA WRAP 21 June 2024

A decent end to Q2 for India's sky-high, if questionable, PMIs

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

China+Datanote: 20-Day Exports, Korea, June

Korean exports power ahead thanks to AI-chip shipments

Duncan WrigleyChina+

CHINA+ DATA WRAP 21 June 2024: Korean WDA 20-day exports forge ahead

Korean WDA 20-day exports forge ahead, thanks to AI chip boom

Japan's consumer inflation ticks up, despite softening flash PMI readings

Duncan WrigleyChina+

China+Datanote: LPR, China, June

In one line: China’s loan prime rates left unchanged in June amid record low NIMs for banks

Kelvin Lam (Senior China+ Economist)China+

EZ Datanote: Advance Consumer Confidence, EZ, June 2024

In one line: Still-rising; lifted by a strong labour market and firming real wage growth.

Claus Vistesen (Chief Eurozone Economist)Eurozone

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