Pantheon Macroeconomics

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Pantheon Publications

Below is a list of our U.K. 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.

Global Datanote: Industrial Production, India, April 2021

In one line: Not much to celebrate, unless base effects are your thing.

Ian Shepherdson (Chief Economist and Founder)11th Jun 2021 16:53Global, Datanotes

EM Asia Datanote: Industrial Production, India, April 2021

In one line: Not much to celebrate, unless base effects are your thing.

Miguel Chanco (Senior Asia Economist)11th Jun 2021 15:23Emerging Asia, Datanotes

LatAm Datanote: Industrial Production, Mexico, April 2021

In one line: A soft start to the quarter, due to supply-related issues, but conditions will improve soon.

Andres Abadia (Senior International Economist)11th Jun 2021 15:23Latin America, Datanotes

LatAm Datanote: BCRP Rate Decision, Peru, June 2021

In one line: Starting to lay the ground for policy normalisation.

Andres Abadia (Senior International Economist)11th Jun 2021 15:23Latin America, Datanotes

UK Datanote: U.K. GDP and Trade, April 2021

In one line: Growth in line with expectations; May likely saw further progress.

Samuel Tombs (UK Economist)11th Jun 2021 15:23U.K., Datanotes

Global Datanote: BCRP Rate Decision, Peru 2021

In one line: Starting to lay the ground for policy normalisation.

Ian Shepherdson (Chief Economist and Founder)11th Jun 2021 10:01Global, Datanotes

11 June 2021 Inflation Pressures Continue to Mount in Brazil and Mexico

LatAm as a whole is gradually recovering from the Covid shock, despite a temporary bump in late Q1 and April.

Andres Abadia (Senior International Economist)11th Jun 2021 00:20Latin America, Economic Monitor

11 June 2021 Core Inflation has Further to Rise, the Fed Needs Labor Supply to Rebound

Most of the action in the May CPI was in the Covid- sensitive components, again. 

Ian Shepherdson (Chief Economist and Founder)11th Jun 2021 00:20U.S., Economic Monitor

11 June 2021 If the ECB's New Forecasts are Right, PEPP will be Axed in Q4

The ECB conformed to our expectations yesterday, guiding markets towards unchanged and ample accommodation through Q3.

Claus Vistesen (Chief Eurozone Economist)11th Jun 2021 00:10Eurozone, Eurozone Key Issues, Economic Monitor

11 June 2021 Monetary Conditions Finally Look to be Stabilising

The PBoC has had its foot off the brake for most of this year so far, following tightening through the second half of 2020, culminating in its efforts to shake out speculative...

Freya Beamish (Chief Asia Economist)11th Jun 2021 00:00China+, Asia Key Issues, Economic Monitor

11 June 2021 A Blockbuster Labour Market Report for April?

Tuesday's labour market report looks set to show that the unemployment rate fell further in April, though not quite as rapidly as implied by recent business surveys.

Samuel Tombs (UK Economist)10th Jun 2021 18:00U.K., Economic Monitor

EZ Datanote: ECB Press Conference, June 2021

In one line: Still accommodative, but a slowdown in QE looms in Q4.

Claus Vistesen (Chief Eurozone Economist)10th Jun 2021 16:11Eurozone, Datanotes

US Datanote: U.S. Consumer Prices, May 2021; Weekly Jobless Claims 6 10 2021

In one line: The reopening spike continues; the Fed better be right about "bottlenecks".

Ian Shepherdson (Chief Economist and Founder)10th Jun 2021 16:11U.S., Datanotes

EZ Datanote: ECB Rate Decision, June 2021

In one line: PEPP set for €20B per week/€80B per month through Q3.

Claus Vistesen (Chief Eurozone Economist)10th Jun 2021 16:11Eurozone, Datanotes

China+ Datanote: Money and Credit, China, May 2021

In one line: Monetary conditions finally are stabilising.

Freya Beamish (Chief Asia Economist)10th Jun 2021 16:11China+, Datanotes

Global Datanote: ECB Press Conference, June 2021

In one line: Still accommodative, but a slowdown in QE looms in Q4.  

Ian Shepherdson (Chief Economist and Founder)10th Jun 2021 14:50Global, Datanotes

Global Datanote: U.S. Consumer Prices, May/Weekly Jobless Claims 2021

In one line: The reopening spike continues; the Fed better be right about "bottlenecks". 

Ian Shepherdson (Chief Economist and Founder)10th Jun 2021 14:29Global, Datanotes

UK Datanote: U.K. RICS Residential Market Survey, May 2021

In one line: Prices are still surging for now, but they will plateau soon.

Samuel Tombs (UK Economist)10th Jun 2021 11:20U.K., Datanotes

EZ Datanote: Industrial Production, France, April 2021

In one line: Soft, pegged back by another sharp fall in output of cars.

Claus Vistesen (Chief Eurozone Economist)10th Jun 2021 11:16Eurozone, Datanotes

10 June 2021 Don't Worry if Claims Print Higher Today, the Trend is Falling

We have no doubt that the trend in initial jobless claims will continue to fall over the summer, probably returning to cyclically normal levels in the mid-200K range or even lower.

Ian Shepherdson (Chief Economist and Founder)10th Jun 2021 00:20U.S., Economic Monitor

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