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 Negara Malaysia Decision

  • In one line: The BNM keeps the OPR accommodative, eyeing other instruments to manage MYR weakness. 

Moorthy Krshnan (Senior Asia Economist)Global

EM Asia Datanote: Bank Negara Malaysia Decision

  • In one line: The BNM keeps the OPR accommodative, eyeing other instruments to manage MYR weakness.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PM Datanote: U.S. ISM Manufacturing, October

Higher rates are putting the brakes on the recovery in manufacturing.

US

PM Datanote: U.S. ADP Employment, October

Ignore, it's useless

Ian Shepherdson (Chief Economist, Chairman and Founder)US

UK Datanote: U.K. S&P Global/CIPS Manufacturing Survey, October 2023

  • In one line: The destocking process which is weighing on manufacturing output has further to run.

Samuel TombsUK

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

  • In one line: Not the start of a recovery, yet.

UK

China+ Datanote : Exports, Korea, October

  • Korean exports rise in October for the first time in 12 months

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote : Caixin Manufacturing PMI, China, October

  • China’s manufacturing sector hit a soft patch in October

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 NOVEMBER 2023

  • China’s manufacturing sector hit a soft patch in October
  • Japan’s final PMI points to moderate activity decline
  • Korean manufacturing PMI shows leading signs of stabilising demand
  • Korean exports rise in October for the first time in 12 months, owing to base effects

Duncan WrigleyChina+

CHINA+ DATA WRAP 30 OCTOBER 2023

  • The BoJ makes tweak to yield curve control policy, while expecting core inflation to fall in 2024
  • China’s fall in manufacturing activity reinforces the need for continued economic support
  • China’s infrastructure construction activity is holding up

Duncan WrigleyChina+

PM Datanote: U.S. ECI, Q3

Labor cost inflation is slowing; further progress likely, depressing core services PCE inflation.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

PM Datanote: U.S. Consumer Confidence/Chicago PMI

Consumers' confidence likely to rebound from here; the manufacturing recovery is stalling.

US

EZ Datanote: Advance Inflation & EZ GDP, October/Q3

In one line: EZ headline inflation will snap back in coming months; GDP is going nowhere. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote:Advance GDP, Italy, Q3 2023

In one line: Avoided a technical recession, just. 

Melanie Debono (Senior Eurozone Economist)Eurozone

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Keywords for: Publications

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