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: 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

Global Datanote: ECB Press Conference, December

In one line: If Mr. Powell is Santa, Ms. Lagarde is the Grinch. 

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: ECB Rate Decision, December

In one line: Few signs of a shift in the guidance on rates, yet. QT will accelerate in H2-24. 

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: U.K. MPC Meeting & Minutes, December

In one line: Continued hawkishness suggests May still is the earliest plausible date for the first rate cut.

Samuel TombsGlobal

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: The next move is a cut, and could come as early as Q1.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: November CPI & October IP, India

  • In one line: The worst of the recent food price surge is over; Diwali calendar effects flatter October IP massively.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Reserve Bank of India Decision

  • In one line: Still not showing any appetite for normalisation.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: GDP, Third Quarter, Brazil, 2023

  • In one line: Surprisingly resilient, but high interest rates are now a drag.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Economic activity index, Chile, November

  • In one line: A poor start to Q4, due chiefly to plunging mining activity.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: CPI, Indonesia, November

  • In one line: Adverse food price base effects will now unwind.

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,