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.

Mortgage Lending and Sales

UK Datanote: U.K. Retail Sales, February 2024

In one line: Retail sales are on track to drag the economy out of recession in Q1.

Rob Wood (Chief UK Economist)UK

PM Datanote: Retail Sales, Mexico, January, 2024

  • In one line: A poor start to the year, but conditions will improve soon.

Andrés Abadía (Chief LatAm Economist)Latin America

CHINA+ DATA WRAP 18 March 2024: industry powers on, as retail sales slow

China activity - industrial sector powers ahead, despite persistent property drag and retail sales losing steam

Duncan WrigleyChina+

PM Datanote: Retail Sales, February 2024

Downward revisions and a muted February recovery signal an emerging consumer slowdown.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: US Personal Income and Spending, January

One spike in the core deflator after three very small increases does not change the trend.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

EM Asia Datanote: Q4 GDP and January Core Production, India

  • In one line: We repeat; forget the discrepancy-inflated headline, India’s main engine is still stuttering.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

UK Datanote: U.K. Retail Sales, January 2024

In one line: Amid the monthly volatility, signs of a consumer-led recovery taking hold.

Samuel TombsUK

PM Datanote: US NAHB Homebuilders Survey, February

Homebuilders are enjoying lower rates

US

PM Datanote: Retail Sales, Brazil, December, 2023

  • In one line: A terrible end to the year, but conditions will likely improve in Q1.

Andrés Abadía (Chief LatAm Economist)Latin America

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Keywords for: Publications

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