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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: RRR Cut, China, December

  • In one line: A RRR cut puts the lie to PBoC assurances that property financing would be unaffected by Evergrande’s implosion

Craig BothamGlobal

Global Datanote: Final Manufacturing PMIs, Eurozone, November 2021

In one line: Still no signs of easing supply constraints in the surveys. 

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Exports, Korea, November

In one line: Resumption of Chinese demand lifts Korean trade, but it’s also flattered by lumpy ship exports

Craig BothamGlobal

1 Dec 2021 Global Economic Monitor

  • U.S. - Omicron is Coming to the U.S., but Worst-Case Scenario Looks Unlikely
  • EUROZONE - Clouds Gather over Germany’s Near-term Economic Outlook
  • U.K. - The MPC Now is Caught Between Higher Inflation and Omicron
  • CHINA+ - An Energy Boost Quickens the Pulse of Japanese Inflation
  • EM ASIA - Delta Dealt More Damage to Jobs in ex-”Zero Covid” Countries
  • LATAM - Omicron Arrives in LatAm Just as the Pandemic Was Under Control

Ian Shepherdson (Chief Economist and Founder)Global

Global Datanote: CPI, Indonesia, November

  • In one line: More evidence that the government is allowing prices to rise faster.

Miguel Chanco (Senior Asia Economist)Global

Global Datanote: Manufacturing PMI, ASEAN, November

  • In one line: A repeat of October’s record print was never on the cards.

Miguel Chanco (Senior Asia Economist)Global

Global Datanote: Advance Inflation, Eurozone, November

In one line: A record high, but it still doesn’t justify rate expectations. 

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: BoK Policy Meeting, November

In one line: Turning more hawkish, but caution remains the order of the day

Craig BothamGlobal

24 Nov 2021 Global Economic Monitor

  • U.S. - Powell stays in the Saddle
  • EUROZONE - EZ inflation will cool in Q1, but then rebound quickly
  • U.K. - The BOE will hike in December 
  • CHINA+ - An attention-grabbing start for Mr. Kishida 
  • EM ASIA - How to interpret the spike in Indonesia’s exports
  • LATAM - Who will get to govern in Chile? 

Ian Shepherdson (Chief Economist and Founder)Global

Global Datanote: PMIs, Japan, November 2021

In one line: Japan remains set for a healthy rebound in Q4

Craig BothamGlobal

Global Datanote: Advance PMIs, France, November 2021

In one line: Services supporting activity, but for how much longer? 

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Advance PMIs, Eurozone, November 2021

In one line: Better than expected but still points to slower GDP growth. 

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: 20-day exports, Korea, November

In one line: Preliminary Korean data gives reason for hope on trade, despite the slowdown

Craig BothamGlobal

Global Datanote: Bank Indonesia Decision

  • In one line: Unfazed by the big Chinese elephant in the room, and rightly so.

Miguel Chanco (Senior Asia Economist)Global

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: Unchanged inflation forecasts say more than the unusually hawkish rhetoric.

Miguel Chanco (Senior Asia Economist)Global

Global Datanote: Final Inflation, Eurozone, October 2021

  • In one line: A few more high numbers are on the way, before the drop in Q1. 

Melanie Debono (Senior Eurozone Economist)Global

17 Nov 2021 Global Economic Monitor

  • U.S. - What has to Happen to Get the Fed off the Inflation Hook? 
  • EUROZONE - How Inflationary is the Green Energy Transition in the EZ? 
  • U.K. - Weak GDP Growth in Q3 Leaves the U.K. as the G7’s Straggler Again
  • CHINA+ - Chinese Industry Avoids Calamity, but Q4 Looks Set for Weakness
  • EM ASIA - Expect India’s Q3 GDP to Surprise, but No Thanks to Consumers
  • LATAM - More Pain Ahead in Argentina, despite the Midterm Election Result

Ian Shepherdson (Chief Economist and Founder)Global

Global Datanote: Economic activity index, Brazil, September 2021

  • In one line: Less dreadful than we expected, but the outlook remains challenging.

Andres Abadia (Senior International Economist)Global

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