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: Bank Indonesia Decision

  • In one line: Probably already regretting the October hike.

Miguel Chanco (Chief EM Asia Economist)Global

PM Datanote: U.S. Durable Goods Orders/Initial Jobless Claims

Business equipment investment on course for another decline in Q4; too early to conclude that claims are flattening.

US

UK Datanote: U.K. Autumn Statement 2023

  • In one line: No major pre-election giveaways; the course is clear for the MPC to cut Bank Rate next year.

Samuel TombsUK

UK Datanote: U.K. CBI Industrial Trends Survey, November

  • In one line: The Q3 recovery in manufacturing output looks set to reverse. 

UK

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

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

US

China+ Datanote: 20 Day Exports, Korea, November

  • In one line: Korea’s chip export values grow for the first time in 13 months 

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 21 NOVEMBER 2023

  • Korea's Semiconductor Exports Rise for the First Time in 13 Months

Kelvin Lam (Senior China+ Economist)China+

UK Datanote: U.K. Public Finances, October 2023

  • In one line: A timely reminder that considerable further fiscal consolidation is needed.

Samuel TombsUK

PM Datanote: Argentina Elections, 2023

  • In one line:  Milei victory presages radical change in Argentina; but a highly fragmented Congress will be a big hurdle.

Andrés Abadía (Chief LatAm Economist)Latin America

PM Datanote: GDP, Chile, Q3, 2023

  • In one line: A decent Q3, but more interest rate cuts are needed.

Andrés Abadía (Chief LatAm Economist)Latin America

China+ Datanote: PBoC Policy Decision, China, November

  • China's lending rates on hold as fiscal policy takes the leading role

Duncan WrigleyChina+

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