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

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EZ Datanote: Current Account, Eurozone, July 2021

In one line: A fall in net services trade offset a rebound in the goods surplus; net portfolio outflows slowed.

Claus Vistesen (Chief Eurozone Economist)Eurozone, Datanotes

UK Datanote: U.K. Retail Sales, August 2021

In one line: Drop should fuel doubts about how soon the MPC will hike interest rates.

samuel tombs (UK Economist)U.K., Datanotes

17 Sept 2021 Brazil's Recovery Continues; Argentina's Political Mess Worsens

Brazil's economic upturn continued in Q3, but high inflation and tighter policy will dent the rebound soon. The Argentine president's nightmare worsens as his coalition tumbles...

Andres Abadia (Senior International Economist)Latin America, Economic Monitor

17 Sept 2021 August Retail Sales Signal Resilience in the Face of Delta

Technicalities flatter August retail sales, but the upside surprise is real; an echo of earlier Covid-era patterns. States suffering most from the Delta wave have rela- tively...

Ian Shepherdson (Chief Economist and Founder)U.S., Economic Monitor

17 Sept 2021 Winter is Coming in Europe; Hopefully it Won't be Too Cold

A cold winter will turn rising gas prices into a macroeconomic issue; Q4 risks are tilted to the downside. Car sales in the Eurozone aren't going anywhere, mirroring the...

Claus Vistesen (Chief Eurozone Economist)Eurozone, Economic Monitor, Eurozone Key Issues

17 Sept 2021 House Prices Should Recover Steadily in 2022 after Q4's Fall

Year-over-year growth in house prices slowed in July, following the tapering of government support. Expect a further slowdown in Q4, when the SDLT threshold will return to...

samuel tombs (UK Economist)U.K., Economic Monitor

US Datanote: Weekly Jobless Claims; Philly Fed Survey, September 2021

In one line: Manufacturing in the Northeast is outperforming; don't worry about claims.

Ian Shepherdson (Chief Economist and Founder)U.S., Datanotes

EZ Datanote: Trade Balance, Eurozone, July 2021

In one line: Stabilising, but still-weak, due mainly to a wider deficit with China.

Claus Vistesen (Chief Eurozone Economist)Eurozone, Datanotes

16 Sept 2021 Less-Grim Political Conditions Support a Modest Equity Rebound

Mexico -- Benign conditions prevail, for now Colombia -- A decent rebound, but risks prevail Peru -- Up, thanks to politics and commodities

Andres Abadia (Senior International Economist)Latin America, Economic Monitor

16 Sept 2021 Delta and Chip Shortages Likely Hit August Retail Sales

Another soft retail sales report today seems inevitable, thanks to Delta, with more pain likely in September. Expect a rebound in jobless claims from last week's cycle low,...

Ian Shepherdson (Chief Economist and Founder)U.S., Economic Monitor

16 Sept 2021 EZ Wages are Back to Pre-Virus Levels, and More Gains to Come

Growth in EZ hourly labour costs plunged in Q2, but other, more timely, data point to robust wage gains. Ms. Lagarde's comments last week suggest that we should watch...

Claus Vistesen (Chief Eurozone Economist)Eurozone, Economic Monitor, Eurozone Key Issues

16 Sept 2021 August Retail Sales were Grim, and the Scope for a Bounce is Narrow

China's activity data for August disappointed across-the-board, but grim retail sales stood out... ...A September bounce is looking unlikely, due to the Fujian wave; the...

Freya Beamish (Chief Asia Economist)China+, Economic Monitor, Asia Key Issues

16 Sept 2021 Higher CPI Inflation Still Due to Only a Few Components

The month-to-month rise in the core CPI in August was only 0.1pp bigger than the average in the 2010s. Used cars and computer games drove the large monthly gain; no sign of...

samuel tombs (UK Economist)U.K., Economic Monitor

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