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.

Inflation in energy and fuel costs is rocketing; the plunge in the trade surplus likely is a one-offspike in export growth.

Global Datanote: U.K. S&P Global/CIPS Flash PMIs, February 2024

In one line: Still consistent with GDP growth exceeding the MPC’s forecast, and a very gradual slowing in services CPI inflation.

Samuel TombsGlobal

Global Datanote: Detailed Inflation, Eurozone, January

In one line: Core inflation remains on track for 2% by summer, but beware Easter effects in March and April. 

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Inflation, Chile, January, 2024

  • In one line: Incompatible with prior data, but the downtrend is on track.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Advance Inflation, Eurozone, January

In one line: Not enough for a rate cut in March; but April is still on. 

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Final Inflation, Eurozone, December 2023

In one line: Old news; will January and February inflation be soft enough for a March cut? 

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Trade, Indonesia, December

  • In one line: Exports are improving, but demand still isn’t firing on all fronts.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Advance Inflation, Eurozone, December 2023

In one line: All due to base effects in energy; the downtrend in the core remains intact.

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Final PMIs, Eurozone, December 2023

In one line: Revised higher, but still consistent with a technical recession.

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Final Inflation, Eurozone, November 2023

In one line: Drop confirmed. Inflation will rebound in December, but what happens in January?

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: U.K. S&P Global/CIPS Flash PMIs, December 2023

In one line: Further recovery should ease recession fears.

Samuel TombsGlobal

Global Datanote: Advance PMIs, Germany, December 2023

In one line: Consistent with our call that Germany is in a shallow recession.

Melanie Debono (Senior Eurozone Economist)Global

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Keywords for: Global

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