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

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

Global Datanote: Trade, Indonesia, April

  • In one line: A poorer start to Q2 than suggested by the already-soft headline rates.

Miguel Chanco (Chief EM Asia Economist)Global

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

  • In one line: Falling energy prices improve trade deficit.

Rob Wood (Chief UK Economist)UK

EM Asia Datanote: Trade, Taiwan, April

  • In one line: Export recovery still on track, despite weaker headlines.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EZ Datanote: Factory Orders & Trade Balance, Germany, March

In one line: Orders not rising in line with surveys; trade balance in goods rebounds

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Advance GDP, Italy, Q1 2024

In one line: Italian GDP rises for third straight quarter, though a touch less than we thought it would. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Advance GDP, Spain, Q1 2024

In one line: On a roll; outperformance to continue throughout this year

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Advance GDP, France, Q1 2024

In one line: Decent, but growth in domestic demand likely will slow a tad in Q2.

Claus Vistesen (Chief Eurozone Economist)Eurozone

Global Datanote: Trade, Indonesia, March

  • In one line: Things are suddenly turning up for exports.

Miguel Chanco (Chief EM Asia Economist)Global

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

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Keywords for: Publications

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