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.

GDP

Global Datanote: GDP, Fourth Quarter, Brazil, 2022

  • In one line: A poor end to 2022, but the economy likely will dodge a recession.

Andres Abadia (Senior International Economist)Global

Global Datanote: Advance PMIs, France, February 2023

In one line: Lifted by a leap in services; manufacturing rolled over.

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Final PMIs, Eurozone, January 2023

In one line: Now points to stagnation but leading indicators suggest it will fall again. 

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Final Manufacturing PMIs, EZ, January

In one line: The manufacturing downturn is easing but has further to run. 

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: INSEE Business Confidence & PMIs, France, January 2023

In one line: A mixed bag; the PMIs and INSEE disagree on the pace of activity in services.

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Final PMIs, Eurozone, December 2022

In one line: A decent finish to 2022, but still consistent with a technical recession.

Claus Vistesen (Chief Eurozone Economist)Global

30 Nov 2022 Global Monitor Sterling's Rally has Run its Course

U.S. - Don’t be Deceived by Strong-Looking Homes Sales and Orders 

EUROZONE - Don’t be Fooled by Robust German Q3 GDP Data; Growth is Slowing

U.K. - Sterling’s Rally Has Run its Course; A Renewed Depreciation Looks Likely

CHINA+ -Policy-Supported Sectors Outperform in Broad Profit Decline

EM ASIA - India’s Q3 GDP will have a Lot of Moving Parts; Expect a Let-Down

LATAM - Will the Mexican Economy Continue to Perform Strongly in 2023?

Ian Shepherdson (Chief Economist and Founder)Global

Global Datanote: Final GDP, Mexico, Q3, 2022

  • In one line: The recovery continues, but growth momentum is still easing sequentially.

Andres Abadia (Senior International 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

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