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: Final PMIs, Eurozone, September

In one line: Likely to fall further this month but also likely overdoing the weakness in the economy.

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Advance Inflation, Eurozone, September 2024

In one line: Fall in core confirmed & headline below the ECB’s target; October’s rate cut is a go

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Manufacturing PMI, ASEAN, September

  • In one line: Export-oriented manufacturers hit a speed-bump at the end of Q3.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: BanRep Announcement, Colombia, September, 2024

  • In one line: The 50bp pace of rate cuts continues amid mixed economic signals and a cautious inflation outlook.

Andrés Abadía (Chief LatAm Economist)Global

2 October 2024 Global Monitor The ECB will cut rates twice more this year

  • US - Only three indicators are useful in payroll forecasting; all are flawed
  • UK -CPI inflation will be boosted by duties and school fees
  • EM Asia-Thailand’s smaller cash handout will be even more trivial for growth
  • EZ -October’s rate cut is on; deposit rate set to end 2024 at 3%
  • LatAm - Banxico cuts rates as expected, opening door for further easing
  • China+ - China’s policy shift puts growth target in reach; bold reforms lacking

Ian Shepherdson (Chief Economist, Chairman and Founder)Global

Global Datanote: SNB Rate Decision, Q3 2024

In one line: Thomas Jordan ends reign as SNB Chairman with a cut; more easing is on the way.  

Melanie Debono (Senior Eurozone Economist)Global

25 September 2024 Global Monitor Can we trust the rebound in Indonesian exports?

  • US - The Fed will abandon plans for a modest, slow easing cycle
  • EUROZONE - Sinking September PMIs put an October rate cut back in the frame
  • UK - Services inflation close to MPC’s forecast kept rates on hold
  • CHINA+ - Deep structural adjustment weighing down China’s domestic
  • EM ASIA - How much can we trust the recovery in Indonesian exports?
  • LATAM - Brazil’s BCB hikes Selic rate, with a hawkish tone, for now

Ian Shepherdson (Chief Economist, Chairman and Founder)Global

Global Datanote: Advance PMIs, France, September

In one line: Boost from the Olympics in August disappeared in September.

Melanie Debono (Senior Eurozone Economist)Global

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

  • In one line: A pre-emptive 25bp hike in response to persistent inflation risks.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Bank Indonesia Decision

  • In one line: Front-running a near-certain cut by the Fed later today; at least one more to come in Q4. 

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, August

  • In one line: A solid month for exports, but downside risks linger.

Miguel Chanco (Chief EM Asia Economist)Global

18 September 2024 Global Monitor The BOE will hold rates steady this week

  • US - Households’ balance sheets: Strong at first glance, fragile on closer look
  • EUROZONE - Mr. Draghi’s EU competitiveness report clashes with new fiscal rules
  • UK - MPC preview: rates on hold and little new guidance
  • CHINA+ - BoJ striking a hawkish tone, though inflation is likely to slow
  • EM ASIA - No denying that Indonesian consumers are still under the cosh
  • LATAM - Mexico’s industrial sector facing stagnation, amid major challenges

Ian Shepherdson (Chief Economist, Chairman and Founder)Global

Global Datanote: August CPI & July IP, India

  • In one line: The improvement in food inflation is real; IP is losing steam, with support from consumer industries fading quickly.

Miguel Chanco (Chief EM Asia Economist)Global

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