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.

4 September 2024 Eurozone Monitor Swiss GDP growth picks up, but inflation falls; SNB will cut again

  • Net trade drove the increase in Swiss GDP in Q2, while investment held it back.
  • Growth will slow in Q3 but pick up again in Q4, such that GDP rises by 1.2% in 2024 the same as in 2023.
  • Inflation was a touch higher than we expected in August, but the SNB will still cut twice more this year.

Melanie Debono (Senior Eurozone Economist)Eurozone

4 September 2024 UK Monitor Labour market preview: jobless rate and wage growth set to drop

  • The July jobless rate should fall to 4.1%, with a risk of a 4.0% print, while LFS job growth should accelerate.
  • We look for August PAYE employment to gain 30K month-to-month.
  • We assume 0.5% month-to-month AWE growth in July, and a 0.1pp upward revision to growth in May.

Rob Wood (Chief UK Economist)UK

Global Datanote: GDP, Second Quarter, Brazil, 2024

  • In one line: GDP growth surges in Q2 amid strong labour market.

Andrés Abadía (Chief LatAm Economist)Global

EZ Datanote: Inflation, Switzerland, August 2024

In one line: Stubborn domestic inflation prevents bigger decline. 

Melanie Debono (Senior Eurozone Economist)Eurozone

Global Datanote: Final Manufacturing PMIs, Eurozone, August 2024

In one line: Consistent with continued recession in industry, despite upward revision. 

Melanie Debono (Senior Eurozone Economist)Global

EZ Datanote: Final Manufacturing PMIs, Eurozone, August 2024

In one line: Consistent with continued recession in industry, despite upward revision. 

Melanie Debono (Senior Eurozone Economist)Eurozone

China+ Datanote: Caixin manufacturing PMI, China, August

Caixin headline manufacturing index makes only minor revival, dragged by sinking new export orders 

Duncan WrigleyChina+

CHINA+ DATA WRAP 2 September 2024:Caixin manufacturing index still at low level

Caixin manufacturing index still at low level, despite modest uptick
Korea's manufacturing index robust, but export orders slip

Duncan WrigleyChina+

Global Datanote: CPI, Indonesia, August

  • In one line: Steady headline masks continued food disinflation.

Miguel Chanco (Chief EM Asia Economist)Global

PANTHEON EM ASIA DATA WRAP 2 September 2024

Steady headline masks continued food disinflation in Indonesia

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

China+ Datanote: Exports, Korea, August

In one line: Korea’s exports rebound on a WDA basis despite slowing headline growth in August.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Official Non-Mfg PMI, China, August

In one line: China’s services sector rebounds after July’s bad weather, while construction index continues to dive.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Official Mfg PMI, China, August

In one line: China's manufacturing sector hit by rapidly weakening demand in August

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 30 August 2024

In one line: Tokyo consumer inflation surprises on the upside, backing BoJ’s decision to hike.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 27 August 2024

Stagnant profit growth amid China's sluggish demand and ample capacity

China’s MLF rate was unchanged as expected

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: MLF, China, August

In one line: China’s MLF rate was unchanged as expected

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: National CPI, Japan, July

In one line: Japan's inflation remains steady in July as energy prices rebound and core-core inflation eases

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 23 August 2024

Japan's inflation remains steady in July as energy prices rebound and core-core inflation eases

Kelvin Lam (Senior China+ Economist)China+

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