Pantheon Macroeconomics

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Global Publications

Below is a full list of our Global Publications.

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Global Datanote: Advance PMIs, Eurozone, December 2020

In one line: Still poor, but better than we and the consensus feared.

Ian Shepherdson (Chief Economist and Founder)16th Dec 2020 06:34Global

Global Datanote: Advance PMIs, Germany, December 2020

In one line: German manufacturing doesn't need a vaccine.

Ian Shepherdson (Chief Economist and Founder)16th Dec 2020 06:32Global

Global Datanote: Advance PMIs, France, December 2020

In one line: Poor, but better than expected, and confidence is improving.

Ian Shepherdson (Chief Economist and Founder)16th Dec 2020 06:31Global

Global Datanote: U.K. Consumer Prices, November 2020

In one line: Food and clothing inflation will recover, gentling pushing up the headline rate in December.

Ian Shepherdson (Chief Economist and Founder)16th Dec 2020 06:29Global

16th December 2020 More support on the way from the ECB

• U.S.- Rising margins could drive up core inflation next year • EUROZONE - The ECB delivers, as expected • U.K.- We expect a quiet MPC meeting this week • ASIA -...

Ian Shepherdson (Chief Economist and Founder)16th Dec 2020 06:29Global

Global Datanote: Economic activity index, Brazil, October

In one line: A decent start to Q4, despite undershooting expectations.

Ian Shepherdson (Chief Economist and Founder)14th Dec 2020 09:27Global

Global Datanote: ECB Press Conference, December 2020

In one line: ECB support is here to stay, but soft 2021 forecasts might need a significant upgrade next year.

Ian Shepherdson (Chief Economist and Founder)10th Dec 2020 09:54Global

Global Datanote: U.S. consumer prices, November 2020 & Weekly jobless claims

In one line: The broad-based core CPI increase is noteworthy; jobless boosted by unwinding of Thanksgiving seasonals.

Ian Shepherdson (Chief Economist and Founder)10th Dec 2020 09:53Global

Global Datanote: CPI, Mexico, November, 2020

In one line: Exit from deflation is back on track.

Ian Shepherdson (Chief Economist and Founder)9th Dec 2020 08:56Global

9th December 2020 Don't fret, a Brexit deal is coming

• U.S.- November payrolls are a sign of worse to come • EUROZONE - Domestic demand jumped in Q3, but a drop looms in Q4 • U.K.- A Brexit deal is in sight • ASIA -...

Ian Shepherdson (Chief Economist and Founder)9th Dec 2020 06:22Global

Global Datanote: Inflation IPCA, Brazil, November 2020

In one line: Overshooting expectations due to higher food prices.

Ian Shepherdson (Chief Economist and Founder)8th Dec 2020 08:40Global

Global Datanote: Inflation, Chile, November 2020

In one line: Limited inflation pressures despite the reopening of the economy.

Ian Shepherdson (Chief Economist and Founder)7th Dec 2020 08:27Global

Global Datanote: U.S. Employment, November 2020

In one line: The third wave strikes; likely worse to come.

Ian Shepherdson (Chief Economist and Founder)4th Dec 2020 09:40Global

Global Datanote: Final PMIs, Eurozone, November 2020

In one line: Weakness in services is pulling the rug from under the EZ economy

Ian Shepherdson (Chief Economist and Founder)3rd Dec 2020 05:06Global

2nd December 2020 Will higher inflation force COPOM's hand

• U.S.- Can goods spending save the economy in Q4? • EUROZONE - EZ core inflation is pinned at record-lows, but what about 2021? • U.K.- A significant fiscal repair job...

Ian Shepherdson (Chief Economist and Founder)2nd Dec 2020 08:21Global

Global Datanote: Consumer Prices, Korea, November 2020

In one line: Watch for a further correction in food prices.

Ian Shepherdson (Chief Economist and Founder)2nd Dec 2020 06:22Global

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