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.

CHINA+ DATA WRAP 5 DECEMBER 2023: Tokyo CPI nears BoJ target rate

Tokyo core inflation excluding fresh food is nearing the BoJ target rate
Japan's services PMI indicates slowing growth
China’s Caixin services PMI ticked up

Duncan WrigleyChina+

PANTHEON EM ASIA DATA WRAP 5 December 2023

India’s PMIs are entering 2024 with waning momentum
Weak start to Singaporean retail sales in Q4
Target range inflation in the Philippines is around the corner

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

UK Datanote: U.K. BRC Retail Sales Monitor, November 2023

  • In one line: Consistent with a modest revival in retail sales; expect a fuller recovery in 2024.  

Samuel TombsUK

EZ Datanote: Sentix, Eurozone, December 2023

In one line: A modest rise, but still consistent with upside risks for the PMI.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Trade Balance, Germany, October 2023

In one line: Net exports in goods seem on track for a rise in Q4.

Claus Vistesen (Chief Eurozone Economist)Eurozone

Global Datanote: Economic activity index, Chile, November

  • In one line: A poor start to Q4, due chiefly to plunging mining activity.

Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: Economic activity index, Chile, November

  • In one line: A poor start to Q4, due chiefly to plunging mining activity.

Andrés Abadía (Chief LatAm Economist)Latin America

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

Stuck in a rut, with few signs of an improvement ahead.

US

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

  • In one line: Manufacturing output is being hit by retailers running down their inventories.

UK

UK Datanote: U.K. Nationwide House Prices, November 2023

  • In one line: Don’t get too excited about the prospect of a sustained recovery just yet,  

UK

EZ Datanote: GDP, Switzerland, Q3 2023

In one line: Outperforming the EZ and defying the slump in the surveys.

Melanie Debono (Senior Eurozone Economist)Eurozone

China+ Datanote: Exports, Korea, November

Korean trade is weaker than the headline export growth figure suggests

Duncan WrigleyChina+

China+ Datanote: Caixin Manufacturing PMI, China, November

The erratic Caixin PMI is more optimistic than the official gauge 

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 DECEMBER 2023: Caixin PMI rises

China's erratic Caixin PMI rises
Korean exports are weaker than the headline figure
Japanese manufacturing falters 

Duncan WrigleyChina+

Global Datanote: CPI, Indonesia, November

  • In one line: Adverse food price base effects will now unwind.

Miguel Chanco (Chief EM Asia Economist)Global

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