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: Spanish CPI & German State CPIs, April 2024

In one line: Downside surprise in Spain; bang on consensus in Germany.

Claus Vistesen (Chief Eurozone Economist)Eurozone

PANTHEON EM ASIA DATA WRAP 29 April 2024

Downward pressure on the Thai baht continues to intensify
Correction in Vietnamese exports bleeds into Q2
Ignore the headline; retail sales growth in Vietnam is still wobbling
Expect a further leg up in Vietnamese inflation in May, the likely peak

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

China+ Datanote: Tokyo CPI, Japan, April

Tokyo inflation slows due to implementation of free high school education and cooling food inflation

Duncan WrigleyChina+

China+ Datanote: BoJ Policy Decision, Japan, April

The BoJ resists JPY market pressure in keeping the policy rate target range steady

Duncan WrigleyChina+

CHINA+ DATA WRAP 26 April 2024: BoJ holds steady

The BoJ holds the policy rate steady; Tokyo consumer inflation cools, thanks to education subsidies

Duncan WrigleyChina+

PM Datanote: Inflation IPCA-15, Brazil, April, 2024

  • In one line: Inflation continues to fall rapidly, leaving the door open to further rate cuts.

Andres Abadia (Senior International Economist)Latin America

China+ Datanote: Flash Manufacturing PMI, Japan, April

In one line: Japan's manufacturing PMI improves on higher output and weak JPY

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 23 April 2024

In one line: Japan's manufacturing PMI improves on higher output and weak JPY; services activity expands amid higher cost pressure

Kelvin Lam (Senior China+ Economist)China+

PM Datanote: US Pending Home Sales, March

Housing market activity likely to slow sharply in Q2.

Oliver Allen (Senior US Economist)US

PM Datanote: US Durable Goods Orders, March

Rounding off another weak quarter for equipment investment.

Oliver Allen (Senior US Economist)US

UK Datanote: UK CBI Industrial Trends Survey, April & Q2

  • In one line: Output prices likely rising more slowly than the CBI’s survey implies.

Rob Wood (Chief UK Economist)UK

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Keywords for: Publications

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