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

Global Datanote: CPI, India, April

  • In one line: Food inflation remains frustratingly sticky; clearer signs that core has bottomed-out.

Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: CPI, India, April

  • In one line: Food inflation remains frustratingly sticky; clearer signs that core has bottomed-out.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

CHINA+ DATA WRAP 11 May 2024

Despite tick-up in China CPI, demand is still weak; Producers still battle deflation

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: PPI, China, April

In one line: Chinese producers still battle deflation

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Money & Credit, China, April

China's big money and credit misses reflect fund diversion and slow government bond issuance, rather than shifts in underlying credit demand  

Duncan WrigleyChina+

UK Datanote: U.K. GDP, March 2024

  • In one line: Back with a bang, upside risks to our growth forecast.

Rob Wood (Chief UK Economist)UK

Global Datanote: Industrial Production, India, March

  • In one line: Soft, as we cautioned, and the big picture isn’t looking great either.

Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: Industrial Production, India, March

  • In one line: Soft, as we cautioned, and the big picture isn’t looking great either.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

UK Datanote: UK Report on Jobs Survey, April 2024

  • In one line: Still uncomfortably weak enough for the MPC to cut rates.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK RICS Residential Market Survey, April 2024

  • In one line: Encouraging as higher mortgage rates slow price inflation only a little. 

Rob Wood (Chief UK Economist)UK

Global Datanote: Monetary policy meeting, Brazil, May, 2024

  • In one line: A modest cut as inflation risks have tilted to the upside.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: CPI, Mexico, April, 2024

  • In one line: Core disinflation remains on track, but food prices are now a problem.

Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: CPI, Mexico, April, 2024

  • In one line: Core disinflation remains on track, but food prices are now a problem.

Andrés Abadía (Chief LatAm Economist)Latin America

Global Datanote: Bank Negara Malaysia Decision

  • In one line: Making peace with the Fed’s higher-for-longer stance.

Moorthy Krshnan (Senior Asia Economist)Global

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