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: U.K. Consumer Prices, August 2021

  • In one line: Used car prices to blame for the upside surprise; little near-term momentum in the rest of the core basket.

samuel tombs (UK Economist)Global

Global Economic Monitor 15 Sept 2021

  • U.S. - Delta Hit August Jobs Hard, and the Rebound will Take Time
  • EUROZONE - A V-shaped Recovery in the EZ Economy in Now in Sight
  • U.K. - Why is the U.K.'s Recovery Still Lagging Behind the Eurozone's?
  • CHINA+ - China's Equity Rebound will Lack Fundamental Drivers
  • EM ASIA - India's Year is Shaping Up to be a Smaller Mirror Image of 2020
  • LATAM - Brazil's Q2 GDP Stalled, but Q3 Data will be Better as Some Shocks Ease

Ian Shepherdson (Chief Economist and Founder)Global

Global Datanote: CPI, India, August 2021

  • In one line: Don’t expect food base effects to lull the MPC into a sense of complacency. 

Miguel Chanco (Senior Asia Economist)Global

8 Sept 2021 Global Economic Monitor

  • U.S. - Delta Hit August Jobs Hard, and the Rebound will Take Time
  • EUROZONE - A V-shaped Recovery in the EZ Economy is Now in Sight
  • U.K. - Why is the U.K.’s Recovery Still Lagging Behind the Eurozone’s?
  • CHINA+ - China’s Equity Rebound will Lack Fundamental Drivers
  • EM ASIA - India’s Year is Shaping Up to be a Smaller Mirror Image of 2020
  • LATAM - Brazil’s Q2 GDP Stalled, but Q3 Data will be Better as Some Shocks Ease

Ian Shepherdson (Chief Economist and Founder)Global

Global Datanote: U.S. Employment, August 2021

  • In one line: This is just the start of the Delta hit; tapering delayed.

Ian Shepherdson (Chief Economist and Founder)Global

Global Datanote: Economic activity index, Chile, July

  • In one line: The recovery continues, but downside risks are emerging

Andres Abadia (Senior International Economist)Global

Global Datanote: Final Manufacturing PMIs, Eurozone, August 2021

  • In one line: Slower orders should ease some pressure on the supply side.

Claus Vistesen (Unknown)Global

Global Datanote: CPI, Indonesia, August 2021

  • In one line: Food base effects continue to push up inflation.

Claus Vistesen (Unknown)Global

1 Sept 2021 Global Economic Monitor

  • U.S. - Q3 Growth Set for 4-to-5%, but Inventories are a Wild Card
  • EUROZONE - Q3 will be good, despite softening survey data
  • U.K. - Most Supply Constraints Should Ease, Apart From Labour Shortages
  • CHINA+ - The Services Collapse in August Highlights the Cost of “Zero Covid”
  • EM ASIA - The Extension of BI’s “Burden Sharing” Could End Before it Starts
  • LATAM - The Latest Covid Wave Continues to Ease, but Delta-Hit Mexico Still Lags

Ian Shepherdson (Chief Economist and Founder)Global

Global Datanote: Advance Inflation, Eurozone, August

  • In one line: Hot, but well-anticipated by markets, and mostly due to technical factors.

Claus Vistesen (Unknown)Global

Global Datanote: Official manufacturing non-manufacturing PMIs, August, China 2021

  • In one line: We probably aren’t yet out of the Delta woods, even though the latest outbreak has been put down

samuel tombs (UK Economist)Global

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