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.

ECB

Global Datanote: Final Inflation, Eurozone, October

In one line: November data hold the key to the size of the next ECB rate hike.

Melanie Debono (Senior Eurozone Economist)Global

9 Nov 2022 Global Monitor

U.S. - The Labor Market is Softening; Further Fed Hikes are Dangerous

EUROZONE - Hawkish ECB speak remains consistent with a 50bp hike in December

U.K. - Still Set for a Recession, Despite the Lower Path for Borrowing Costs

CHINA+ - China’s current account surplus shoots higher in Q3

EM ASIA - Indonesia’s Q3 GDP Shows its Economy is in a League of its Own

LATAM - The Mexican Economy Defied Many Drags in Q3, but Pain is Coming

Ian Shepherdson (Chief Economist and Founder)Global

Global Datanote: ECB Rate Decision, October

In one line: An early hint of slower rate rises; the ECB is incentivising banks to repay TLTRO III funds. 

Claus Vistesen (Chief Eurozone Economist)Global

26Oct 2022 Global Monitor

U.S. - The Proportionality Rule Suggests a Serious 2023 Recession is Unlikely

EUROZONE - We Look for 75bp from the ECB this Week, as does Everyone Else 

U.K. - Expect Painful Public Spending Cuts to be Announced Next Week 

CHINA+ - China’s Reopening Rebound is More Flawed than it First Appears

EM ASIA - A Rupiah-Defensive Hike by BI, but the Currency Needs Minimal Help

LATAM - Inflation in Mexico is now Heading South, but Banxico won’t Back Down

Ian Shepherdson (Chief Economist and Founder)Global

Global Datanote: Detailed Inflation & Construction, EZ, Sep/Aug

In one line: Small downward revision not enough to convince the ECB to hike by less than 75bp next week. 

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Inflation & Construction, Eurozone, July/June 2002

In one line: All set for 50bp in September; construction output is weakening.

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Final Inflation, Eurozone, June 2022

In one line: This week’s ECB meeting is now a coin-toss between 25bp and 50bp.

Claus Vistesen (Chief Eurozone Economist)Eurozone

Global Datanote: Final Inflation, EZ, May 2022

In one line: Hot, and we see no relief over the summer for the ECB.

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Ad-Hoc ECB Meeting

  • In one line: The ECB draws a (thin) line in the sand. 

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: ECB Press Conference, June 2022

  • In one line: 25bp in July, followed by 50bp in September, now seem a done deal.

Claus Vistesen (Chief Eurozone Economist)Global

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