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.

UK Datanote: U.K. Money & Credit, March 2024

  • In one line:Lower borrowing costs sparked a wave of refinancing in Q1, which likely will unwind in Q2.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK final services and composite PMI, April 2024

  • In one line: Strengthening growth and slowing inflation, but watch the jump in input costs.

Rob Wood (Chief UK Economist)UK

PM Datanote: US Weekly Jobless Claims, April 27

An uptrend in initial claims is probably still in the pipeline. 

Oliver Allen (Senior US Economist)US

Global Datanote: Economic activity index, Chile, March, 2024

  • In one line: A poor end to Q1, but the underlying trend remains positive.

Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: Economic activity index, Chile, March, 2024

  • In one line: A poor end to Q1, but the underlying trend remains positive.

Andrés Abadía (Chief LatAm Economist)Latin America

CHINA+ DATA WRAP 1 May 2024

In one line: Korean export recovery continues, thanks to resilient US and Chinese demand

Kelvin Lam (Senior China+ Economist)China+

EZ Datanote: Inflation, Switzerland, April 2024

In one line: Ooof a big increase, but inflation is still within the SNB’s target range.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Final Manufacturing PMIs, EZ, April 2024

In one line : Grim, but the reality on the ground is likely better.

Claus Vistesen (Chief Eurozone Economist)Eurozone

Global Datanote: CPI, Indonesia, April

  • In one line: Food inflation finally turns a corner; more of this, please.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Manufacturing PMI, ASEAN, April

  • In one line: Export-oriented manufacturers continue to underperform.

Miguel Chanco (Chief EM Asia Economist)Global

CHINA+ DATA WRAP 2 May 2024: Korean PMI points to cost pressures

Korean manufacturers are highly bullish, despite mounting cost pressures

Duncan WrigleyChina+

PANTHEON EM ASIA DATA WRAP 2 May 2024

Export-oriented ASEAN manufacturers continue to underperform
Food inflation in Indonesia finally turns a corner; more of this, please

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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