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.

Trade

EZ Datanote: Current Account, Eurozone, February 2024

In one line: Hit by a fall in the goods surplus; portfolio inflows remain robust.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Trade Balance, Eurozone, February 2024

In one line: A setback was coming, but the improvement remains intact.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EM Asia Datanote: Trade, India, March

  • In one line: Little real good news from the smallest deficit in nearly a year.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

UK Datanote: U.K. International Trade, February 2024

  • In one line: Trade deficit little changed in February, but will improve this year.

Rob Wood (Chief UK Economist)UK

EZ Datanote: Trade Balance, France, February 2024

In one line:  Net trade is still likely to have been a drag one growth in Q1. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Trade Balance, Eurozone, January 2024

In one line: Falling imports are still lifting EZ net trade in goods.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EM Asia Datanote: Trade, India, February

  • In one line: A one-off, or is the lumpy slide in non-oil imports finally over?

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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

  • In one line: Strong imports worsen the trade deficit.

Rob Wood (Chief UK Economist)UK

EZ Datanote: Detailed GDP, Eurozone, Q4 2023

In one line: GDP went nowhere last year; slowing wage growth supports June ECB rate cut.

Melanie Debono (Senior Eurozone Economist)Eurozone

EM Asia Datanote: Trade, Taiwan, February

In one line: Seasonal effects aside, the export growth outlook remains positive.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EZ Datanote: Trade Balance, France, January 2024

In one line: Likely the beginning of a more sustained softening in net exports.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Current Account, Eurozone, December 2023

In one line: Boosted by a narrower primary income deficit; is the trend in portfolio outflows stalling?

Claus Vistesen (Chief Eurozone Economist)Eurozone

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

  • In one line: Further narrowing likely this year, reducing sterling’s sensitivity to the risk profile of foreign investors.

UK

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Keywords for: Publications

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