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.

Equities Balance of Payments

EZ Datanote: Trade Balance, Eurozone, February 2024

In one line: A setback was coming, but the improvement remains intact.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Trade Balance, France, January 2024

In one line: Likely the beginning of a more sustained softening in net exports.

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+ Datanote: Current Account Balance, China, Q4

China’s current account surplus fell again in Q4, to just 1.5% of GDP

Kelvin Lam (Senior China+ Economist)China+

EZ Datanote: Industrial Production & Trade, Eurozone, November

In one line: Industry was still in recession in Q4; boost from net trade was likely offset by weakness elsewhere last quarter. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Trade Balance, France, November 2023

In one line: Did net trade boost GDP in France as it likely did in Germany in Q4?

Melanie Debono (Senior Eurozone Economist)Eurozone

CHINA+ DATA WRAP 13 OCTOBER 2023: Consumer inflation remains dull

  • China's dull consumer inflation reflects a gentle demand recovery

Duncan WrigleyChina+

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