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.

Datanotes

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: Advance PMIs, Eurozone, February 2024

In one line: Weakness in Germany holds back the recovery.

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Advance PMIs, Germany, February 2024

In one line: Germany’s in trouble.

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: GDP, Colombia, Q4, 2023

  • In one line:  A poor end to the year, but the details are less grim than the headline.

Andres Abadia (Senior International Economist)Global

Global Datanote: U.K. Consumer Prices, January 2024

  • In one line: Near-term momentum in services price rises is slowing, bolstering Q2 rate cut chances.

Samuel TombsGlobal

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: It won’t be long before cuts enter the fray.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, January

  • In one line: A weak start to 2024.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: January CPI & December IP, India

  • In one line: Still waiting on the onion price correction to show in CPI; the trend in IP growth is clearly one of moderation.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Banxico Announcement, Mexico, February, 2024

  • In one line: Easing is finally coming.

Andres Abadia (Senior International Economist)Global

Global Datanote: BCRP Rate Decision, Peru, February, 2024

  • In one line: More modest cuts to come.

Andres Abadia (Senior International Economist)Global

Global Datanote: Reserve Bank of India Decision

  • In one line: Cracks are emerging in the MPC’s unity.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Inflation, Chile, January, 2024

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

Andres Abadia (Senior International Economist)Global

Global Datanote: CPI, Mexico, January, 2024

  • In one line: Core pressures continue to ease.

Andres Abadia (Senior International Economist)Global

Global Datanote: Inflation IPCA, Brazil, January, 2024

  • In one line: Disinflation fully on track.

Andres Abadia (Senior International Economist)Global

Global Datanote: Bank of Thailand Decision

  • In one line: Holding steady, just to prove a point.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Final PMIs, Eurozone, January

In one line:  The periphery saves the day. 

Melanie Debono (Senior Eurozone 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 Manufacturing PMI, EZ, January 2024

In one line: Recession in industry appears to have found a floor.

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: CPI, Indonesia, January

  • In one line: Yet another reassuring below-consensus drop in core.

Miguel Chanco (Chief EM 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