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 11 DECEMBER 2023: Core inflation steady, despite headline fall

Core inflation indicates steady if sluggish demand, despite worsening headline figure
Worsening decline in producer prices is symptomatic of excess supply

Duncan WrigleyChina+

PANTHEON EM ASIA DATA WRAP 11 December 2023

Encouraging start to Q4 for Indonesian retail sales, but dark clouds loom
Weak start to Malaysian private consumption in Q4

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PM Datanote: U.S. Michigan Consumer Sentiment, December

Sharp decline in inflation expectations is welcome news for the Fed.

US

EZ Datanote: Detailed Inflation, Eurozone, November 2023

In one line: A big decline; base effects in energy point to a snap-back in December.

Claus Vistesen (Chief Eurozone Economist)Eurozone

CHINA+ DATA WRAP 8 DECEMBER 2023: Japan revises down Q3 GDP, notably consumption

Japan's revised Q3 GDP reveals weak private consumption demand
Nominal wage growth picked up in October

Duncan WrigleyChina+

Global Datanote: Reserve Bank of India Decision

  • In one line: Still not showing any appetite for normalisation.

Miguel Chanco (Chief EM Asia Economist)Global

UK Datanote: U.K. Report on Jobs Survey, November 2023

  • In one line: Consistent with unemployment rising more quickly than the MPC expects.

Samuel TombsUK

PM Datanote: CPI, Chile, November, 2023

  • In one line: A sharp m/m increase, but the rapid downtrend will resume soon.

Andrés Abadía (Chief LatAm Economist)Latin America

PM Datanote: U.S. Weekly Jobless Claims, Dec 1

No change to the benign picture.

US

EZ Datanote: Detailed GDP, EZ, Q3

In one line: Hit by falling inventories; productivity fell further.

Claus Vistesen (Chief Eurozone Economist)Eurozone

China+ Datanote : FX Reserves, China, November

  • China’s FX reserve jump reflects reduced capital outflow pressure, as the dollar weakens and U.S. yields fall

Kelvin Lam (Senior China+ Economist)China+

EZ Datanote: Industrial Production, Italy, October 2023

In one line: Confirming that output fell in each of the big four in October.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Trade Balance, France, October 2023

In one line: Not enough to convince us that net trade was a boost to GDP in Q4.

Melanie Debono (Senior Eurozone Economist)Eurozone

CHINA+ DATA WRAP 7 DECEMBER 2023: Chinese exports have bottomed out

China's exports have bottomed out but are set for a weak recovery

Duncan WrigleyChina+

PANTHEON EM ASIA DATA WRAP 7 December 2023

Deflation in Thailand will stay for at least one more month
A reminder that any recovery in Philippine domestic demand will be bumpy

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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