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.

Equities Trade

UK Datanote: U.K. International Trade, December 2023

  • In one line: Further narrowing likely this year, reducing sterling’s sensitivity to the risk profile of foreign investors.

UK

EZ Datanote: Trade Balance, Eurozone, December 2023

In one line: Old news; net trade will be a drag on growth this year. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Advance GDP, Spain, Q4 2023

In one line: Better than expected but was it enough to prevent a decline in EZ GDP?

Melanie Debono (Senior Eurozone Economist)Eurozone

EM Asia Datanote: Trade, India, December

  • In one line: Can’t rely on favourable oil price effects going forward.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EZ Datanote: Industrial Production & Trade, Eurozone, November

In one line: Industry was still in recession in Q4; boost from net trade was likely offset by weakness elsewhere last quarter. 

Melanie Debono (Senior Eurozone Economist)Eurozone

Global Datanote: Trade, Indonesia, December

  • In one line: Exports are improving, but demand still isn’t firing on all fronts.

Miguel Chanco (Chief EM Asia Economist)Global

UK Datanote: U.K. International Trade, November 2023

  • In one line: Narrowing trend to re-emerge during the rest of Q4.

UK

EZ Datanote: Factory Orders & Trade, Germany, November 2023

In one line: Factory orders remain depressed; net trade in goods soared in Q4.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Labour Costs & Trade, Eurozone, Q3/October

In one line: Still-strong growth in labour costs; net trade on track for a rise in Q4?

Melanie Debono (Senior Eurozone Economist)Eurozone

EM Asia Datanote: Trade, India, November

  • In one line: We told you not to panic about October’s record deficit; you’re welcome.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

UK Datanote: U.K. International Trade, October 2023

  • In one line: Narrowing trend to re-emerge during the rest of Q4.

UK

EZ Datanote: Trade Balance, France, October 2023

In one line: Not enough to convince us that net trade was a boost to GDP in Q4.

Melanie Debono (Senior Eurozone Economist)Eurozone

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