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

Global Datanote: Economic activity index, Mexico, August, 2023

  • In one line: A solid performance, but downside risks are gathering.

Andres Abadia (Senior International Economist)Global

Global Datanote: Economic activity index, Brazil, August, 2023

  • In one line: Faltering, but Q1 will be better.

Andres Abadia (Senior International Economist)Global

Global Datanote: U.K. Consumer Prices, September 2023

  • In one line: The pick-up in month-to-month growth in prices won’t be sustained.

Samuel TombsGlobal

18 October 2023 Global Monitor We still think Banxico will cut rates this year

  • U.S. - Higher for Longer is not Higher Forever; the Distinction Matters 
  • EUROZONE- Up coming Swiss Election Will Not Move the Needle for the Economy
  • U.K. - September CPI Inflation to Hold Steady, Below the MPC’s Forecast
  • CHINA+ - Credit Data Reveals China’s Targeted Stimulus Is Enough, for Now
  • EM ASIA - Unconvinced Singaporean Manufacturing Is out of the Woods
  • LATAM - Minutes Indicate No Rate Cuts from Banxico in the Short Term

Ian Shepherdson (Chief Economist, Chairman and Founder)Global

Global Datanote: Trade, Indonesia, September

  • In one line: The bleeding in exports stopped, somewhat, in Q3.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: MAS Decision October 2023

  • In one line: Adopting a wait-and-see approach as both upside and downside risks to growth and inflation pick up.

Moorthy Krshnan (Senior Asia Economist)Global

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Keywords for: Global

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