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.

Asset Prices

Global Datanote: Advance Inflation, Eurozone, December 2023

In one line: All due to base effects in energy; the downtrend in the core remains intact.

Claus Vistesen (Chief Eurozone Economist)Global

EZ Datanote: Advance Inflation, Eurozone, December 2023

In one line: All due to base effects in energy; the downtrend in the core remains intact.

Claus Vistesen (Chief Eurozone Economist)Eurozone

Global Datanote: U.K. Consumer Prices, November 2023

  • In one line: Sharp decline in inflation not merely due to some of its noisy components.

Samuel TombsGlobal

UK Datanote: U.K. Consumer Prices, November 2023

  • In one line: Sharp decline in inflation not merely due to some of its noisy components.

Samuel TombsUK

Global Datanote: Final Inflation, Eurozone, November 2023

In one line: Drop confirmed. Inflation will rebound in December, but what happens in January?

Claus Vistesen (Chief Eurozone Economist)Global

EZ Datanote: Final Inflation, Eurozone, November 2023

In one line: Drop confirmed. Inflation will rebound in December, but what happens in January?

Claus Vistesen (Chief Eurozone Economist)Eurozone

CHINA+ DATA WRAP 15 DECEMBER 2023: China remains at a low ebb

China's economy treads water in November; steeper existing home price fall points to market clearing
Japanese manufacturing activity weakens but services rise

Duncan WrigleyChina+

PM Datanote: U.S. Producer Prices, November

Margins have stopped rising, but yet to start falling, auto dealers excepted.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

EZ Datanote: Detailed Inflation, Eurozone, November 2023

In one line: A big decline; base effects in energy point to a snap-back in December.

Claus Vistesen (Chief Eurozone Economist)Eurozone

UK Datanote: U.K. Nationwide House Prices, November 2023

  • In one line: Don’t get too excited about the prospect of a sustained recovery just yet,  

UK

CHINA+ DATA WRAP 16 NOVEMBER 2023

  • Japan’s export growth moderated in October on softer demand from key markets
  • China’s house price fall steepened in October, with renewed price fall observed in tier-one cities

Kelvin Lam (Senior China+ Economist)China+

Global Datanote: U.K. Consumer Prices, October 2023

  • In one line: Well below the MPC’s forecast, thanks to slowing services CPI inflation.

Samuel TombsGlobal

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Keywords for: Publications

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