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.

House Prices

CHINA+ DATA WRAP 17 June 2024: China activity boosted by equipment upgrades

China activity bolstered by equipment upgrade and home appliance trade-in policies, despite weak property and auto sales

Duncan WrigleyChina+

EZ Datanote: Detailed Inflation, Germany, May 2024

In one line: Nasty, especially in the core, but it’ll get better soon.

Claus Vistesen (Chief Eurozone Economist)Eurozone

Global Datanote: Advance Inflation, EZ, May 2024

In one line: Services too hot to handle, but the trend isn’t 4%.

Claus Vistesen (Chief Eurozone Economist)Global

EZ Datanote: Advance Inflation, EZ, May 2024

In one line: Services too hot to handle, but the trend isn’t 4%.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation & Consumers' Spending, May/Apr 2024

In one line: The HICP comes in hot; April spending dented by Easter seasonals.

Claus Vistesen (Chief Eurozone Economist)Eurozone

UK Datanote: U.K. Nationwide House Prices, May 2024

  • In one line: House prices are resisting the mortgage rate rise.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Official House Price Index, March

  • In one line: House prices jump in March, but further gains will be more challenging as markets reprice rate cuts.

Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. Consumer Prices, April 2024

  • In one line: June rate cut off the cards as services barely slows.

Rob Wood (Chief UK Economist)UK

CHINA+ DATA WRAP 17 May 2024; China activity - retail sales slow

China activity - retail sales slow as industrial output rebounds; likely major property policy announcement due today

Duncan WrigleyChina+

EZ Datanote: Detailed Inflation, France, April 2024.

In one line: The core should fall a bit further over the summer, but 2% is likely the new trend.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Detailed Inflation, Germany, April 2024

In one line: Soft, but beware the risk of a snap-back in services inflation in May.

Claus Vistesen (Chief Eurozone Economist)Eurozone

Global Datanote: CPI, Mexico, April, 2024

  • In one line: Core disinflation remains on track, but food prices are now a problem.

Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: CPI, Mexico, April, 2024

  • In one line: Core disinflation remains on track, but food prices are now a problem.

Andrés Abadía (Chief LatAm Economist)Latin America

UK Datanote: U.K. Nationwide House Prices, April 2024

  • In one line: Two corrections starts to become a trend.

Rob Wood (Chief UK Economist)UK

EZ Datanote: Advance Inflation, France, April

In one line: Someone forgot the give French services inflation the memo, but core inflation fell, all the same.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation, Germany, April 2024

In one line: Headline in line; services inflation a touch higher than we anticipated.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Spanish CPI & German State CPIs, April 2024

In one line: Downside surprise in Spain; bang on consensus in Germany.

Claus Vistesen (Chief Eurozone Economist)Eurozone

Global Datanote: Advance PMIs, France, April

In one line: Decent, but exclusively due to strength in services

Claus Vistesen (Chief Eurozone Economist)Global

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