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.

China+ Datanote: Money & Credit, China, November

China’s ebbing money growth is a symptom of soggy credit demand

Duncan WrigleyChina+

UK Datanote: U.K. International Trade, October 2023

In one line: Narrowing trend to re-emerge during the rest of Q4.

UK Datanote: U.K. GDP, October 2023

In one line: A broad-based drop, but expect a recovery in the final two months of 2023.

Samuel TombsUK

CHINA+ DATA WRAP 13 DECEMBER 2023: Japan's headline Tankan index improves

Japan's headline Tankan index improves, but outlook worsens

Duncan WrigleyChina+

13 December 2023 LatAm Monitor Inflation in Brazil and Colombia Slows, Allowing Policy Easing

Brazil’s November inflation numbers support the case for bolder rate cuts during Q1, fiscal issues permitting.
Headline inflation is declining faster than expected in Colombia, but the core remains sticky, for now.
The headline inflation fall is good enough to trigger action by BanRep next week.

Andrés Abadía (Chief LatAm Economist)Latin America

PM Datanote: U.S. Consumer Prices, November

Mildly disappointing but trends remain favorable.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

Global Datanote: November CPI & October IP, India

In one line: The worst of the recent food price surge is over; Diwali calendar effects flatter October IP massively.

Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: November CPI & October IP, India

In one line: The worst of the recent food price surge is over; Diwali calendar effects flatter October IP massively.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EZ Datanote: ZEW, Germany, December 2023

In one line: A continued bright spot.

Melanie Debono (Senior Eurozone Economist)Eurozone

UK Datanote: U.K. Labour Market Data, October/November 2023

In one line: The trend in wage growth is weakening, but not as dramatically as October’s data imply.

Samuel TombsUK

PANTHEON EM ASIA DATA WRAP 12 December 2023

Don’t worry too much about the October crash in Philippine exports

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

China+ Datanote: PPI, China, November

Worsening decline in producer prices is symptomatic of excess supply, amid weak demand at home and abroad

Duncan WrigleyChina+

CHINA+ DATA WRAP 11 DECEMBER 2023: Core inflation steady, despite headline fall

Core inflation indicates steady if sluggish demand, despite worsening headline figure
Worsening decline in producer prices is symptomatic of excess supply

Duncan WrigleyChina+