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

EZ Datanote: Retail Sales, Eurozone, October 2023

In one line: Disappointing.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Factory Orders, Germany, October 2023

Claus Vistesen (Chief Eurozone Economist)Eurozone

UK Datanote: U.K. BRC Retail Sales Monitor, November 2023

  • In one line: Consistent with a modest revival in retail sales; expect a fuller recovery in 2024.  

Samuel TombsUK

PM Datanote: U.S. Chicago PMI/Pending Home Sales

The leap in the Chicago PMI likely is noise, not signal' a modest recovery in home sales lies ahead.

US

PM Datanote: U.S. Personal Incomes and Spending/Jobless Claims

Core inflation is falling; spending is softening.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

EM Asia Datanote: Q3 GDP and October Core Production, India

  • In one line: Q3 was better than Q2, but the headline continues to be flattered absurdly by statistical discrepancies.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Thailand, September

  • In one line: Signs of life in the lead-up to Q4.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EZ Datanote: Retail Sales, Germany, October 2023

In one line: A solid start to Q4; a sign of more to come?

Claus Vistesen (Chief Eurozone Economist)Eurozone

PM Datanote: U.S. New Home Sales, October

The trend in new home sales is flattening.

US

PM Datanote: U.S. Existing Home Sales, October

A new cycle low, but a modest rebound is coming soon.

US

UK Datanote: U.K. Retail Sales, October

  • In one line: We expect a recovery in the coming months, driven by a rebound in real incomes. 

UK

PM Datanote: U.S. Retail Sales, October

The summer spending surge is fading.

US

CHINA+ DATA WRAP 15 NOVEMBER 2023: Chinese economy is steady in October

  • Chinese domestic demand is buttressed by fiscal support
  • Japan's weak Q3 GDP adds to the BoJ's headaches

Kelvin Lam (Senior China+ Economist)China+

PM Datanote: Retail Sales, Brazil, September, 2023

  • In one line: A solid finish to Q3, but the near-term outlook remains difficult.

Andrés Abadía (Chief LatAm Economist)Latin America

EZ Datanote: Retail Sales, Eurozone, September 2023

In one line: A third straight monthly decline. 

Melanie Debono (Senior Eurozone Economist)Eurozone

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