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.

Services

EZ Datanote: ESI/Retail Sales, EZ, Dec/Nov 2023

In one line: Services sentiment pulled up the ESI at the end of 2023; Retail sales were still going nowhere in November. 

Melanie Debono (Senior Eurozone Economist)Eurozone

PM Datanote: U.S. ISM Services Survey, December

Too soon to conclude that downward trend is in place.

US

Global Datanote: Advance Inflation, Eurozone, December 2023

In one line: All due to base effects in energy; the downtrend in the core remains intact.

Claus Vistesen (Chief Eurozone Economist)Global

EZ Datanote: Advance Inflation, Eurozone, December 2023

In one line: All due to base effects in energy; the downtrend in the core remains intact.

Claus Vistesen (Chief Eurozone Economist)Eurozone

CHINA+ DATA WRAP 5 JANUARY 2024

Japan's Services PMI Reports Higher Domestic Demand in December

Kelvin Lam (Senior China+ Economist)China+

Global Datanote: Final PMIs, Eurozone, December 2023

In one line: Revised higher, but still consistent with a technical recession.

Claus Vistesen (Chief Eurozone Economist)Global

EZ Datanote: Final PMIs, Eurozone, December 2023

In one line: Revised higher, but still consistent with a technical recession.

Claus Vistesen (Chief Eurozone Economist)Eurozone

CHINA+ DATA WRAP 4 JANUARY 2024; Caixin services PMI; Japan final mfg PMI

Caixin services PMI offers glimmers of hope

Japanese manufacturing activity is struggling

Duncan WrigleyChina+

EZ Datanote: ISTAT Business Confidence, Italy, December 2023

In one line: Jump in services sentiment leads the way; will it be sustained?

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: IFO, Germany, December 2023

In one line: German firms will be happy to say Goodbye to 2023! 

Melanie Debono (Senior Eurozone Economist)Eurozone

Global Datanote: U.K. S&P Global/CIPS Flash PMIs, December 2023

In one line: Further recovery should ease recession fears.

Samuel TombsGlobal

Global Datanote: Advance PMIs, Germany, December 2023

In one line: Consistent with our call that Germany is in a shallow recession.

Melanie Debono (Senior Eurozone Economist)Global

EZ Datanote: Advance PMIs, Germany, December 2023

In one line: Consistent with our call that Germany is in a shallow recession.

Melanie Debono (Senior Eurozone Economist)Eurozone

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

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

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