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.

UK Datanote: U.K. Flash PMIs, December 2023

  • In one line: Further recovery should ease recession fears.

Samuel TombsUK

UK Datanote: U.K. GfK Consumer's Confidence Survey, December

  • In one line: Recovery should gather momentum next year. 

UK

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

China+ Datanote: Flash manufacturing PMI, Japan, December

Japanese manufacturing activity weakens but services activity rises

Duncan WrigleyChina+

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

EM Asia Datanote: Trade, India, November

  • In one line: We told you not to panic about October’s record deficit; you’re welcome.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

CHINA+ DATA WRAP 15 DECEMBER 2023: China remains at a low ebb

China's economy treads water in November; steeper existing home price fall points to market clearing
Japanese manufacturing activity weakens but services rise

Duncan WrigleyChina+

Global Datanote: ECB Press Conference, December

In one line: If Mr. Powell is Santa, Ms. Lagarde is the Grinch. 

Claus Vistesen (Chief Eurozone Economist)Global

EZ Datanote: ECB Press Conference, December

In one line: If Mr. Powell is Santa, Ms. Lagarde is the Grinch. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

PM Datanote: U.S. Retail Sales, November

Real consumption is on course for a solid Q4, but slower than Q3.

US

Global Datanote: ECB Rate Decision, December

In one line: Few signs of a shift in the guidance on rates, yet. QT will accelerate in H2-24. 

Claus Vistesen (Chief Eurozone Economist)Global

EZ Datanote: ECB Rate Decision, December

In one line: Few signs of a shift in the guidance on rates, yet. QT will accelerate in H2-24. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

Global Datanote: U.K. MPC Meeting & Minutes, December

In one line: Continued hawkishness suggests May still is the earliest plausible date for the first rate cut.

Samuel TombsGlobal

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