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.

Services

Global Datanote: Advance PMIs, Germany, December 2023

In one line: Consistent with our call that Germany is in a shallow recession.

Melanie Debono (Senior Eurozone Economist)Global

EZ Datanote: Advance PMIs, Germany, December 2023

In one line: Consistent with our call that Germany is in a shallow recession.

Melanie Debono (Senior Eurozone Economist)Eurozone

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

EZ Datanote: Trade Balance, France, October 2023

In one line: Not enough to convince us that net trade was a boost to GDP in Q4.

Melanie Debono (Senior Eurozone Economist)Eurozone

UK Datanote: U.K. S&P Global/CIPS Services Survey, November 2023

In one line: Recession fears should be quelled by November’s PMI. 

UK

PM Datanote: U.S. ISM Services Survey, November

Still no sign of a rollover in services.

US

CHINA+ DATA WRAP 5 DECEMBER 2023: Tokyo CPI nears BoJ target rate

Tokyo core inflation excluding fresh food is nearing the BoJ target rate
Japan's services PMI indicates slowing growth
China’s Caixin services PMI ticked up

Duncan WrigleyChina+

PM Datanote: EC Sentiment, Eurozone, November 2023

In one line: Services confidence is holding up; employment expectations fell further.

Claus Vistesen (Chief Eurozone Economist)Eurozone

PM Datanote: ISTAT, Italy, November 2023

In one line: Better for consumers and manufacturing, but service confidence fell further.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: IFO, Germany, November 2023

In one line: Still-rising, but will the fiscal impasse hit the December data?

Claus Vistesen (Chief Eurozone Economist)Eurozone

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