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.

Emerging Asia Datanotes

Global Datanote: ECB Rate Decision, March 2024

In one line:  Virtually similar to January, which is now a hawkish line. 

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: CPI, Mexico, February, 2024

  • In one line:  Falling inflation raises expectations of an interest rate cut this month.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Bank Negara Malaysia Decision

In one line: Ringgit weakness worries BNM, but its opting for non-rate measures.

Moorthy Krshnan (Senior Asia Economist)Global

Global Datanote: Final PMIs, Eurozone, February 2024

In one line: One for the hawks; slowdown easing quicker than previously thought and price intentions rise.

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Final Manufacturing PMI, EZ, February 2024

In one line: Falling output in France and Germany is holding back the recovery.

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: CPI, Indonesia, February

  • In one line: Blame non-core factors for the February bounce.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Manufacturing PMI, ASEAN, February

  • In one line: Thank the labour market—a lagging indicator—for the six-month high.

Miguel Chanco (Chief EM Asia Economist)Global

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: GDP, Colombia, Q4, 2023

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

Andrés Abadía (Chief LatAm 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: 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

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Keywords for: Global

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