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

PM Datanote: US Employment Costs, Q1

Disappointing, but not the end of slowing employment costs inflation.

Oliver Allen (Senior US Economist)US

EM Asia Datanote: Core Production, India, March

  • In one line: Decent, and the drag from refined petroleum products should reverse in the short run.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EZ Datanote: Advance Inflation, Eurozone, April 2024

In one line: The core is still drifting lower, but slowly does it.

Claus Vistesen (Chief Eurozone Economist)Eurozone

CHINA+ DATA WRAP 28 April 2024

Chinese industrial profits continue to improve in Q1 despite March's slowdown

Kelvin Lam (Senior China+ Economist)China+

EZ Datanote: Advance GDP, EZ, Q1 2024

In one line: Strong but won’t prevent a rate cut in June. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EM Asia Datanote: GDP, Taiwan, Q1

  • In one line: External demand does the heavy lifting, thanks to helpful base effects.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EZ Datanote: Advance GDP & Unemployment, Germany, Q1/April

In one line: Solid, but construction was boosted significantly by mild weather.

Claus Vistesen (Chief 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 Inflation, France, April

In one line: Someone forgot the give French services inflation the memo, but core inflation fell, all the same.

Claus Vistesen (Chief Eurozone Economist)Eurozone

China+ Datanote: Manufacturing PMIs, China, April

Manufacturing output in rude health, though the PMIs provide contrasting readings for new orders

Duncan WrigleyChina+

CHINA+ DATA WRAP 30 April 2024: Manufacturing PMIs point to robust output

China's PMIs indicate manufacturing output surge, despite mixed demand readings; services activity suffers post-holiday dip

Duncan WrigleyChina+

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

EZ Datanote: Advance Inflation, Germany, April 2024

In one line: Headline in line; services inflation a touch higher than we anticipated.

Claus Vistesen (Chief Eurozone Economist)Eurozone

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