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.

Datanotes

EZ Datanote: Construction, Eurozone, March

In one line: A solid Q1, but output will fall back in Q2. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

CHINA+ DATA WRAP 20 May 2024: China's banks held LPR unchanged

China's banks held LPR steady in May; More funding is need to prop up the real estate sector

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: LPR, China, May

China's banks held LPR steady in May; More funding is need to prop up the real estate sector

Kelvin Lam (Senior China+ Economist)China+

PANTHEON EM ASIA DATA WRAP 20 May 2024

Don’t hang your hat on Thailand’s market-beating Q1 GDP print
Malaysian export recovery still in play despite headline trade figures likely falling in May

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

CHINA+ DATA WRAP 17 May 2024; China activity - retail sales slow

China activity - retail sales slow as industrial output rebounds; likely major property policy announcement due today

Duncan WrigleyChina+

PANTHEON EM ASIA DATA WRAP 17 May 2024

Improvement in Singaporean export growth down to base effects

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PM Datanote: US Jobless Claims / Philly Fed

Not definitive, but consistent with the idea that the trend is starting to rise.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: US Housing Starts, April

Recovery in housing construction running out of steam.

Oliver Allen (Senior US Economist)US

PM Datanote: US CPI, April

A broad-based slowdown, pointing to a 0.24% core PCE print.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

EM Asia Datanote: Trade, India, April

  • In one line: The deficit miss isn’t that bad, seasonal effects aside; don’t put too much stock into the jump in imports.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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