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: CPI, Indonesia, November

  • In one line: Food disinflation remains the gift that keeps giving.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank of Thailand Decision

  • In one line: The reversal of Covid-era cuts is complete; expect nothing more going forward.

Miguel Chanco (Chief EM Asia Economist)Global

30 Nov 2022 Global Monitor Sterling's Rally has Run its Course

U.S. - Don’t be Deceived by Strong-Looking Homes Sales and Orders 

EUROZONE - Don’t be Fooled by Robust German Q3 GDP Data; Growth is Slowing

U.K. - Sterling’s Rally Has Run its Course; A Renewed Depreciation Looks Likely

CHINA+ -Policy-Supported Sectors Outperform in Broad Profit Decline

EM ASIA - India’s Q3 GDP will have a Lot of Moving Parts; Expect a Let-Down

LATAM - Will the Mexican Economy Continue to Perform Strongly in 2023?

Ian Shepherdson (Chief Economist and Founder)Global

Global Datanote: Final GDP, Mexico, Q3, 2022

  • In one line: The recovery continues, but growth momentum is still easing sequentially.

Andres Abadia (Senior International Economist)Global

23 Nov 2022 Global Monitor

U.S. - The Inflation Debate is Two-Sided, but we’re Sticking to Optimism 

EUROZONE - The Swiss Economy Fared Worse than Germany’s in Q3

U.K. - The Cliff-Edge in Energy Price Support Next Year will Aggravate the Recession

CHINA+ - The BoJ will not Flinch at Rising Consumer Prices

EM ASIA - Look Out for a Simultaneous Pivot by BI and the BSP in December 

LATAM - Colombia’s Economy Remains Solid, but can Petro Keep Growth Going?

Ian Shepherdson (Chief Economist and Founder)Global

U.K. PM Datanote: U.K. Autumn Statement

In one line: The swift reduction in energy price support will amplify the recession next year.

Samuel Tombs (UK Economist)Global

Global Datanote: Final Inflation, Eurozone, October

In one line: November data hold the key to the size of the next ECB rate hike.

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Bank Indonesia Decision

  • In one line: Reiterating that 50bp adjustments aren’t forever.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: U.K. Consumer Prices, October

  • In one line: Still no sign of a slowing in the pace of core price rises yet. 

Samuel Tombs (UK Economist)Global

16 Nov 2022 Global Monitor

  • U.S. - Better CPI News Looks Sustainable; a 25bp Hike is Possible in December
  • EUROZONE - Germany’s Yield Curve is Inverted; How Will it Un-Invert?
  • U.K. - Austerity Measures will Kick In Next Year, Making the Recession Worse
  • CHINA+ - China Strikes New Balance Between Covid Control and the Economy
  • EM ASIA - Indonesia’s Q3 GDP Shows its Economy is in a League of its Own
  • LATAM - Mexican Manufacturing is Slowing, Which will Make Banxico Uneasy

Ian Shepherdson (Chief Economist and Founder)Global

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Global Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence