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: Advance PMIs, France, May 2024

In one line:  Was the rise in French private sector activity short-lived?

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Advance PMIs, Germany, May 2024

In one line:  Services leads the way while industry downturn is easing. 

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Advance PMIs, Eurozone, May 2024

In one line: Decent; services activity is firm, even as inflation pressures ease.

Claus Vistesen (Chief Eurozone Economist)Global

22 May 2024 Global Monitor A bit for everyone in the detailed EZ inflation data for April

  • US - GDP growth is set to slow—but not collapse—squeezing down inflation
  • EUROZONE - Sticky services inflation still the key threat to the outlook for rates
  • UK - Sticking to June rate cut, as MPC words lately matter more than data
  • CHINA+ - China’s activity data mixed, ahead of incoming support policies
  • EM ASIA - Why you shouldn’t hang your hat on Thailand’s Q1 GDP surprise
  • LATAM - Brazil’s activity index rebounds in Q1, but risks looming for H2

Ian Shepherdson (Chief Economist, Chairman and Founder)Global

Global Datanote: Trade, Indonesia, April

  • In one line: A poorer start to Q2 than suggested by the already-soft headline rates.

Miguel Chanco (Chief EM Asia Economist)Global

15 May 2024 Global Monitor April data to show tentative improvement in China's recovery

  • US - Initial claims better at flagging labor market upturns than downturns
  • EUROZONE - Rise in food inflation in April not the start of a new trend
  • UK - June is live after MPC chops inflation forecasts
  • CHINA+ - April data likely to show tentative improvement in China’s recovery
  • EM ASIA - Weak consumers still point to a 2024 slowdown in the Philippines
  • LATAM - Banxico keeps rates on hold and strikes a more hawkish tone

Ian Shepherdson (Chief Economist, Chairman and Founder)Global

Global Datanote: CPI, India, April

  • In one line: Food inflation remains frustratingly sticky; clearer signs that core has bottomed-out.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Industrial Production, India, March

  • In one line: Soft, as we cautioned, and the big picture isn’t looking great either.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Monetary policy meeting, Brazil, May, 2024

  • In one line: A modest cut as inflation risks have tilted to the upside.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: CPI, Mexico, April, 2024

  • In one line: Core disinflation remains on track, but food prices are now a problem.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Bank Negara Malaysia Decision

  • In one line: Making peace with the Fed’s higher-for-longer stance.

Moorthy Krshnan (Senior Asia Economist)Global

8 May 2024 Global Monitor A dovish hold from the BoE this week

  • US - April’s payrolls likely mark the start of a shift to much weaker trend 
  • EUROZONE - Still three more SNB cuts this year, despite rising inflation in April 
  • UK - MPC Preview: set to signal more cuts than the market expects
  • CHINA+ - China’s broadening services recovery will go only so far
  • EM ASIA - Taiwan’s Q1 GDP as good as it’ll likely get in 2024
  • LATAM - Mexico’s GDP slowing amid macro concerns and policy dilemma

Ian Shepherdson (Chief Economist, Chairman and Founder)Global

Global Datanote: Economic activity index, Chile, March, 2024

  • In one line: A poor end to Q1, but the underlying trend remains positive.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: CPI, Indonesia, April

  • In one line: Food inflation finally turns a corner; more of this, please.

Miguel Chanco (Chief EM Asia Economist)Global

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