Pantheon Macroeconomics

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Pantheon Publications

Below is a list of our Publications for the last 5 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.

EM Asia Datanote: Trade, India, November

  • In one line: Another leap in gold imports drags the deficit to a fresh low.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: Advance PMIs, Eurozone, December 2024

In one line: Growth will still slow, despite increase in PMI in December; rising price indices still point to downside risks for inflation.  

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Advance PMIs, Germany, December 2024

In one line: Still no sign of a pick up in new orders in manufacturing. 

Melanie Debono (Senior Eurozone Economist)Global

EZ Datanote: Advance PMIs, Eurozone, December 2024

In one line: Growth will still slow, despite increase in PMI in December; rising price indices still point to downside risks for inflation.  

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Advance PMIs, Germany, December 2024

In one line: Still no sign of a pick up in new orders in manufacturing. 

Melanie Debono (Senior Eurozone Economist)Eurozone

PANTHEON EM ASIA DATA WRAP 16 December 2024

A solid end to 2024 for India’s PMIs, but let’s wait for the final numbers
WPI food inflation in India has finally turned a corner
A not-so-welcome leap in Indonesia's trade surplus for November

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

December 2024 - US Economic Chartbook

Looser labour market will spur more Fed easing...

but tariff-led inflation will slow the pace, soon

Samuel TombsUS

PM Datanote: BCRP Rate Decision, Peru, December, 2024

  • In one line: On hold, but ready to cut if the economic recovery falters. 

Andrés Abadía (Chief LatAm Economist)Latin America

Global Datanote: BCRP Rate Decision, Peru, December, 2024

  • In one line: On hold, but ready to cut if the economic recovery falters. 

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Economic activity index, Brazil, October, 2024

  • In one line: A decent start to Q4, but downside risks remain for 2025.

Andrés Abadía (Chief LatAm Economist)Global

EZ Datanote: Trade Balance, Germany, October 2024

In one line: Sinking; exports to the US likely stung by port strikes.

Claus Vistesen (Chief Eurozone Economist)Eurozone

16 December 2024 UK Monitor We're staying positive, but downside risks are building

  • Budget uncertainty, Mr. Trump’s tariff threats and a weak consumer hit October GDP.
  • We lower our Q4 GDP growth forecast to 0.2% quarter-to-quarter; downside risks are building.
  • The MPC will still be cautious; inflation expectations surged in Q4 to their highest since May 2022.

Rob Wood (Chief UK Economist)UK

16 December 2024 EZ Monitor Can the PMIs eke out a rebound in December after the recent plunge?

  • Relief in the PMIs today? We hope so, but the overall message from the survey will remain negative.
  • Germany’s exports slumped in October, likely due in part to port strikes in the US.
  • EZ manufacturing should remain on the back foot in Q4, while France gets a new Prime Minister.

Claus Vistesen (Chief Eurozone Economist)Eurozone

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