Pantheon Macroeconomics

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Global Publications

Below is a full list of our Global Publications.

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Asset Prices

Global Datanote: BCRP Rate Decision, Peru January 2021

In one line: Core inflation will be steady until base effects kick-in during Q2; then what?

Ian Shepherdson (Chief Economist and Founder)13th Jan 2021 14:32Global

Global Datanote: U.K. Consumer Prices, November 2020

In one line: Food and clothing inflation will recover, gentling pushing up the headline rate in December.

Ian Shepherdson (Chief Economist and Founder)16th Dec 2020 11:29Global

Global Datanote: U.S. consumer prices, November 2020 & Weekly jobless claims

In one line: The broad-based core CPI increase is noteworthy; jobless boosted by unwinding of Thanksgiving seasonals.

Ian Shepherdson (Chief Economist and Founder)10th Dec 2020 14:53Global

Global Datanote: Consumer Prices, Korea, November 2020

In one line: Watch for a further correction in food prices.

Ian Shepherdson (Chief Economist and Founder)2nd Dec 2020 11:22Global

Global Datanote: Consumer Prices, Japan, October 2020

In one line: The BoJ won't be too bothered by a temporary spell of outright deflation.

Ian Shepherdson (Chief Economist and Founder)20th Nov 2020 09:40Global

Global Datanote: U.S. Consumer Prices, October 2020 & Weekly Jobless Claims

In one line: Core inflation is stable for now; medium-term, all bets are off.

Ian Shepherdson (Chief Economist and Founder)12th Nov 2020 15:19Global

Global Datanote: Producer Prices, China, October 2020

In one line: Recent stickiness won't bother the PBoC.

Ian Shepherdson (Chief Economist and Founder)10th Nov 2020 11:52Global

Global Datanote: U.K. Consumer Prices, September 2020

In one line: Inflation unlikely to rise materially further in the next six months.

Ian Shepherdson (Chief Economist and Founder)21st Oct 2020 09:44Global

Global Datanote: U.S. Consumer Prices, September 2020

In one line: Plunging rent inflation is offsetting the surge in used car prices.

Ian Shepherdson (Chief Economist and Founder)13th Oct 2020 14:38Global

Global Datanote: Consumer Prices, Korea, September 2020

In one line: Food price pressures have probably peaked.

Ian Shepherdson (Chief Economist and Founder)6th Oct 2020 07:10Global

Global Datanote: PM Datanote: Consumer Prices, Japan, August 2020

In one line: "Go To Travel" discounts cancel the non-core price lift.

Ian Shepherdson (Chief Economist and Founder)18th Sep 2020 10:41Global

Global Datanote: U.K. Consumer Prices, August 2020

In one line: The headline rate will remain sub-1% in the remainder of this year.

Ian Shepherdson (Chief Economist and Founder)16th Sep 2020 11:02Global

Global Datanote: U.K. Consumer Prices, July 2020

In one line: The end of imputation reveals significant inflation.

Ian Shepherdson (Chief Economist and Founder)19th Aug 2020 00:00Global

Global Datanote: U.K. Consumer Prices, June 2020

In one line: Pick-up driven by volatile computer game prices; the headline rate has further to fall.

Ian Shepherdson (Chief Economist and Founder)15th Jul 2020 00:00Global

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