Pantheon Macroeconomics

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Global Publications

Below is a full list of our Global Publications.

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Global Datanote: Final PMIs, Eurozone, February 2021

In one line: Soft, but the direction is encouraging.

Ian Shepherdson (Chief Economist and Founder)3rd Mar 2021 05:35Global

March 3 2021 Global core PPI inflation to rocket in Q1?

• U.S.- The stock market need not be afraid of rising yields, for now • EUROZONE - The ECB is worried about higher bond yields; what will it do? • U.K.- More stimulus...

Ian Shepherdson (Chief Economist and Founder)3rd Mar 2021 03:53Global

Global Datanote: Markit manufacturing PMI, Korea, February 2021

Levitation in Korean manufacturing PMI continues, but not for long

Ian Shepherdson (Chief Economist and Founder)2nd Mar 2021 06:34Global

Global Datanote: Economic activity index, Chile, January 2021

In one line: The recovery continues, despite the y/y% rate undershooting expectations.

Ian Shepherdson (Chief Economist and Founder)1st Mar 2021 08:40Global

Global Datanote: Final Manufacturing PMIs, Eurozone, February 2021

In one line: Solid across the board, supply-side struggles notwithstanding.

Ian Shepherdson (Chief Economist and Founder)1st Mar 2021 08:39Global

Global Datanote: CPI, Indonesia, February 2021

In one line: The moderation in food inflation isn't quite over.

Ian Shepherdson (Chief Economist and Founder)1st Mar 2021 08:37Global

Global Datanote: Manufacturing PMI, ASEAN, February 2021

In one line: The sudden stop in Myanmar masks a worrying deterioration in Thailand.

Ian Shepherdson (Chief Economist and Founder)1st Mar 2021 08:35Global

Global Datanote: Official and Caixin Manufacturing PMI, China, February

In one line: The PMIs don't fully account for Lunar New Year, especially the official versions

Ian Shepherdson (Chief Economist and Founder)1st Mar 2021 08:33Global

Global Datanote: Final GDP and Unemployment rate, Mexico, Q4/January 2021

In one line: A better-than-expected end to the year, but momentum is easing.

Ian Shepherdson (Chief Economist and Founder)26th Feb 2021 09:30Global

Global Datanote: Tokyo CPI, February 2021

In one line: Energy costs corrected in Tokyo

Ian Shepherdson (Chief Economist and Founder)26th Feb 2021 05:03Global

February 24 2021 The EZ economy is turned on its head

• U.S.- Goods spending will remain robust as the economy reopens • EUROZONE - The EZ economy is in recession, and the recovery will be slow at first • U.K.- GDP is set...

Ian Shepherdson (Chief Economist and Founder)24th Feb 2021 09:40Global

Global Datanote: LPR, China, February; 20-day exports, Korea, February

In one line: The Bank is re-anchoring markets at the reverse repo rate, Korean exports continue to defy Covid blues

Ian Shepherdson (Chief Economist and Founder)23rd Feb 2021 11:14Global

Global Datanote: PM Datanote: U.K. Flash PMIs, February 2021

In one line: Businesses are continuing to adapt to lockdown conditions.

Ian Shepherdson (Chief Economist and Founder)19th Feb 2021 05:16Global

Global Datanote: Advance EZ PMIs & Current Account 2021

Probably a double-dip recession in the EZ; portfolio outflows roared higher in Q4.

Ian Shepherdson (Chief Economist and Founder)19th Feb 2021 05:08Global

Global Datanote: Advance PMIs, Germany, February 2021

Holding up, but we still suspect GDP will fall slightly in Q1.

Ian Shepherdson (Chief Economist and Founder)19th Feb 2021 05:05Global

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