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.

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Services

Global Datanote: U.K. S&P Global/CIPS Flash PMIs, February 2024

In one line: Still consistent with GDP growth exceeding the MPC’s forecast, and a very gradual slowing in services CPI inflation.

Samuel TombsGlobal

Global Datanote: Detailed Inflation, Eurozone, January

In one line: Core inflation remains on track for 2% by summer, but beware Easter effects in March and April. 

Claus Vistesen (Chief Eurozone Economist)Global

PM Datanote: Detailed Inflation, Eurozone, January 2024

In one line: Core inflation remains on track for 2% by summer, but beware Easter effects in March and April. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Current Account, Eurozone, December 2023

In one line: Boosted by a narrower primary income deficit; is the trend in portfolio outflows stalling?

Claus Vistesen (Chief Eurozone Economist)Eurozone

CHINA+ DATA WRAP 5 February 2024

Caixin services PMI pointing to slower growth, while output prices are falling.

Japan’s service sector rosier than thought.

Kelvin Lam (Senior China+ Economist)China+

Global Datanote: Advance Inflation, Eurozone, January

In one line: Not enough for a rate cut in March; but April is still on. 

Claus Vistesen (Chief Eurozone Economist)Global

EZ Datanote: Advance Inflation, Eurozone, January

In one line:  Not enough for a rate cut in March; but April is still on. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

CHINA+ DATA WRAP 31 JANUARY 2024: official PMIs indicate restocking

Official manufacturing PMI indicates restocking
Holiday effect provides modest lift to services activity

Duncan WrigleyChina+

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Keywords for: Publications

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