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, or contact your account rep

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Global Datanote: Economic activity index, Mexico, April 2021

In one line: A soft start to the second quarter, but conditions will improve in May.

Andres Abadia (Senior International Economist)25th Jun 2021 13:27Global

Global Datanote: U.K. MPC Decision & Minutes, June 2021

In one line: Sticking to the script; high inflation still seen as transitory.

Samuel Tombs (UK Economist)24th Jun 2021 14:32Global

June 23 2021 Global Economic Monitor

U.S. - The tapering conversation is on, but don't mention rates EUROZONE - No clear signal for bunds ahead of Germany's elections U.K. - No hawkish signal from the MPC this...

Ian Shepherdson (Chief Economist and Founder)23rd Jun 2021 10:45Global

Global Datanote: U.K. Flash PMIs, June 2021

In one line: Signal of strong recovery momentum jars with other evidence.

Claus Vistesen (Unknown)23rd Jun 2021 10:10Global

Global Datanote: Advance PMIs, Eurozone, June 2021

In one line: Recovery underway but the supply-side still struggling.

Claus Vistesen (Unknown)23rd Jun 2021 10:08Global

Global Datanote: Advance PMIs, Germany, June 2021

In one line: A leap in services activity, amid persistent supply-side pressures in manufacturing.

Claus Vistesen (Unknown)23rd Jun 2021 09:43Global

Global Datanote: Advance PMIs, France, June 2021

In one line: Activity remains robust, despite the consensus miss.

Claus Vistesen (Unknown)23rd Jun 2021 09:41Global

Global Datanote: Bank of Thailand Decision, June 2021

In one line: Still--correctly--expecting an acceleration in growth next year.

Miguel Chanco (Senior Asia Economist)23rd Jun 2021 09:39Global

Global Datanote: Jibun Bank Manufacturing PMI, June, Japan

In one line: Japan's PMI is telling an old story

Freya Beamish (Chief Asia Economist)23rd Jun 2021 09:37Global

Global Datanote: BoJ Press Conference, June 2021

In one line: The climate change fund-provisioning programme could mark a shift in BoJ policy, even if it starts small.

Peter Bennett18th Jun 2021 10:51Global

Global Datanote: BoJ; CPI, May, Japan 2021

In one line: BoJ balance sheet to keep expanding till March 2022.

Peter Bennett18th Jun 2021 10:47Global

Global Datanote: Detailed Inflation, Eurozone, May 2021

In one line: Still rising; get ready for very volatile core inflation in the next three-to-six months.

Peter Bennett17th Jun 2021 15:35Global

Global Datanote: Bank Indonesia Decision, June 2021

In one line: Not looking at the Fed, for now.

Miguel Chanco (Senior Asia Economist)17th Jun 2021 09:50Global

Global Datanote: U.S Fed Annoucement, June 2021

In one line: A clear and substantial hawkish shift in the dots.

Ian Shepherdson (Chief Economist and Founder)17th Jun 2021 09:49Global

Global Datanote: U.K. Consumer Prices, May 2021

In one line: Reopening price hikes are real; expect a further boost in June's data.

Samuel Tombs (UK Economist)16th Jun 2021 13:53Global

June 16 2021 Global Economic Monitor

U.S. - Keep an open mind on inflation EUROZONE - If the ECB's new forecasts are right, PEPP will be axed in Q4 U.K. - Still on track for very strong growth in Q2 CHINA+ - The...

Ian Shepherdson (Chief Economist and Founder)16th Jun 2021 09:06Global

Global Datanote: Trade, Indonesia, May 2021

In one line: The honeymoon period for exports is nearly over.

Ian Shepherdson (Chief Economist and Founder)15th Jun 2021 11:08Global

Global Datanote: Consumer Prices, India, May

In one line: The final nail in the coffin for the RBI's easing cycle.

Ian Shepherdson (Chief Economist and Founder)14th Jun 2021 14:13Global

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