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.

China+ Datanote: Labour Earnings, Japan, April

  • In one line: Japan's regular pay growth quickened to 30-year high

Kelvin Lam (Senior China+ Economist)China+

PM Datanote: Industrial Production, Brazil, April, 2024

  • In one line: A mixed performance on a sequential basis, but downside risk
    prevailing.

Andrés Abadía (Chief LatAm Economist)Latin America

UK Datanote: U.K. Car Registrations, May

  •  In one line: Cautious consumers keep private car sales falling.

Rob Wood (Chief UK Economist)UK

China+ Datanote: Labour Cash Earnings, Japan, April

In one line:  Japan's regular pay growth quickened to 30-year high

Kelvin Lam (Senior China+ Economist)China+

EM Asia Datawrap: 5 June 2024

  • In one line: Vehicle sales fail to offset retail weakness in Singapore.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Taiwan, May

  • In one line: Goods inflation U-turns, while services inflation remains sticky.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PM Datanote: US ISM Services Survey, May

A solid headline number, but the labor market is a weak spot.

Oliver Allen (Senior US Economist)US

PM Datanote: US ADP Employment Report, May

ADP is too unreliable to take seriously, though it’s consistent with our payroll forecast.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

UK Datanote: U.K. Car Registrations, May 2024

  • In one line: Cautious consumers keep private sales falling.

Rob Wood (Chief UK Economist)UK

PANTHEON EM ASIA DATA WRAP 5 June 2024

Tough start to Q2 for Singaporean consumption
No breach of the BSP’s inflation target range to see here

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

6 June 2024 US Monitor Dollar likely to depreciate as the Fed eases faster than other central banks

  • We expect EURUSD to weaken by 8% to 1.18 by year-end, as the Fed eases faster than the ECB.
  • Initial claims likely rose last week; public holidays depress them less now than seasonal adjustment assumes.
  • The ISM services index is an unreliable guide to activity, but a weak employment balance points to trouble ahead.

Ian Shepherdson (Chief Economist, Chairman and Founder)US

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