Pantheon Macroeconomics

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Global Publications

Below is a list of our Global 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.

Global Datanote: GDP, Chile, Q1, 2022

  • In one line: A sharp contraction, but output remains well above pre-pandemic levels.

Andres Abadia (Senior International Economist)Global

18 May 2022 China is Headed for a Recession

U.S.- Mean-Reversion in Margins will Drive Inflation Down, Perhaps Quickly

EUROZONE - What is Happening to the EU Ban on Russian Oil Imports?

U.K. - Strong Quarterly GDP Growth Masks a Slowdown during Q1

CHINA+- Recession Now Looks Unavoidable for China, thanks to Zero-Covid

EMASIA- Expect the Philippines’ Flying Start to the Year to Hit a Wall in Q2 

LATAM - The Supply-Driven Inflation Shock puts Central Banks in a Big Dilemma

Ian Shepherdson (Chief Economist and Founder)Global

Global Datanote: Trade, Indonesia, April

  • In one line: This is why the ban on palm oil was an easy decision.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: GDP, Colombia, Q1, 2022

  • In one line:  The solid recovery continued in Q1, but momentum is already fading on a sequential basis.

Andres Abadia (Senior International Economist)Global

Global Datanote: BCRP Rate Decision, Peru, May, 2022

  • In one line: The aggressive tightening continues as the inflation outlook deteriorates.

Andres Abadia (Senior International Economist)Global

Global Datanote: Inflation IPCA, Brazil, April, 2022

  • In one line: Underlying pressures remain elevated, but headline inflation is peaking.

Andres Abadia (Senior International Economist)Global

Global Datanote: PPI, China, April

In one line: PPI disinflation slowed in April, but will continue

Craig BothamGlobal

11 May 2022 The RBI is Trying to Get Ahead of the Curve

U.S.- Can Solid Wage Gains and Easing Wage Pressure Co-exist? 

EUROZONE - The EZ will flirt with recession in the second half of the year 

U.K. - The MPC’s New Forecasts Imply Only One-to-Two More Rate Hikes Left

CHINA+- The BOJ isn’t satisfied, despite above-target inflation in Japan 

EMASIA- The RBI is behind the curve

LATAM - The COPOM could raise rates a bit further, but the end is nearing

Ian Shepherdson (Chief Economist and Founder)Global

Global Datanote: CPI, Mexico, April, 2022

  • In one line: Slightly better-than-expected, but challenges remain.

Andres Abadia (Senior International Economist)Global

Global Datanote: CPI, Indonesia, April

  • In one line: No broad-based VAT price shock to see here.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Final Composite PMIs, Eurozone, April 2022

  • In one line: Activity picked up pace in April, will the new Russian oil ban reverse this?

Melanie Debono (Senior Eurozone Economist)Global

4 May 2022 The End of Brazil's Tightening Cycle

U.S.- Economic Growth will Rebound in Q2; the Fundamentals are Solid

EUROZONE - The ECB will Find it Hard to Justify QE Past Q3, even if Growth Slows

U.K. - MPC to Push Back Against Expectations of Rapid Rate Hikes

CHINA+- Zero-Covid, Sub-Zero Growth; China’s Economy Cratered in April 

EMASIA- Trade in Vietnam has Yet to Flinch in the Face of Ukraine and China Hits

LATAM - A Good Start to 2022 for the Mexican Economy, but Risks Prevail

Ian Shepherdson (Chief Economist and Founder)Global

Global Datanote: Manufacturing PMIs, Japan, April

In one line: Japanese manufacturing stumbles on weaker new orders and employment

Craig BothamGlobal

Global Datanote: Manufacturing PMIs, China, April

In one line: The most disruptive outbreak since Wuhan weighs heavy on Chinese activity

Craig BothamGlobal

Global Datanote: Advance GDP, EZ, Q1 2022 & Advance Inflation, EZ, April

In one line: GDP growth slows a touch; rising core inflation more than offsets the fall in the energy rate.

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: BoJ Press Conference, Japan, April

In one line: Cracks appear in the BoJ’s positive yen view, despite the renewed commitment to dovish policy

Craig BothamGlobal

Global Datanote: BoJ Meeting, Japan, April

In one line: The BoJ doubles down on yield curve control, defying market speculation

Craig BothamGlobal

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