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.

Global Monitor

Global Datanote: U.K. Consumer Prices, October

  • In one line: Still no sign of a slowing in the pace of core price rises yet. 

Samuel Tombs (UK Economist)Global

Global Datanote: U.K. Consumer Prices, September

  • In one line: No let up in the rate of core price rises yet.

Samuel Tombs (UK Economist)Global

5 Oct 2022 Global Monitor

U.S. - Consumers’ financial cushion is smaller than previously thought 

EUROZONE - The ECB will lift rates by 75bp this month

U.K. - A policy-induced recession lies ahead

CHINA+ - Private sector demand in China weakened in September 

EM ASIA - The RBI risks policy overkill

LATAM - Brazil’s presidential run-off is too close to call

Ian Shepherdson (Chief Economist and Founder)Global

Global Datanote: U.K. Consumer Prices, July

  • In one line: Another ugly print, but the run rate of core price rises will slow soon.

Samuel Tombs (UK Economist)Global

3 August 2022 Global Monitor

U.S. - The U.S. service is on holiday. This section of the Monitor returns on August 17.

EUROZONE- Robust GDP and Inflation Data Point to a 50bp Hike in September 

U.K. - The MPC’s New Forecasts will Instil Caution Among Wavering Members

CHINA+- Reality Reasserts Itself in China, as the Reopening Rebound Fades

EM ASIA - Less-Dire CPI Data and Outlook Should See Smaller RBI Rate Hikes

LATAM - The LatAm service is on holiday. This section of the Monitor returns on August 17.

Ian Shepherdson (Chief Economist and Founder)Global

20 July 2022 Global Monitor Here Comes the First ECB Rate Hike; Will it be 25bp or 50bp?

U.S. - The Core-Core CPI Spike in June is Scary, but Probably Noise

EUROZONE - The ECB will Lift its Depo Rate by 25bp this week...or Maybe 50bp 

U.K. - A Reviving Workforce and Stabilising Labour Demand will Please the MPC

CHINA+- A False Dawn in June Data, as China’s Economy Shrinks in Q2

EM ASIA - Medalla Meddles with the Calendar, with a—Likely—One-and-Done Hike

LATAM - Brazil’s Retail Sector is Resilient, and the Outlook has Improved

Ian Shepherdson (Chief Economist and Founder)Global

6 July 2022 Manufacturing in EM Asia is Cooling

  • U.S. - GDP will fall in Q2, again, but it is not a recession
  • Eurozone - The ECB will stick to a 25bp hike this month
  • U.K. - The inflation roller coaster has become even steeper
  • China+ - Slowing global trade is another headwind for China
  • EM Asia - Manufacturing in ASEAN is cooling
  • LatAm - Inflation remains high, and sticky; policy could tighten further

Ian Shepherdson (Chief Economist and Founder)Global

29 June 2022 Brace for a German Recession

  • U.S. - Soaring Rates Threaten Capex, but they Tell Only Part of the Story
  • EUROZONE - Are Bond Markets Moving from Inflation to Growth Fears? 
  • U.K. - Core CPI inflation has Peaked and will Fall Rapidly in Early 2023
  • CHINA+ - Yen Weakness will Keep Inflation Above Target; the BoJ Won’t Care
  • EM ASIA - Currency Chaos won’t Push EM Asia to Faster or Bigger Rate Hikes
  • LATAM - Banxico Delivers a Record 75bp Rate Hike, and More is in the Pipeline

Ian Shepherdson (Chief Economist and Founder)Global

Global Datanote: U.K. S&P Global Flash PMI, June

    • In one line: Underlying demand has stopped growing and output price inflation is starting to ease.

Samuel Tombs (UK Economist)Global

1 Jun 2022 The Fed Will Switch to 25bps After June's Hike

U.S.- Four Reasons to Expect Core Inflation to Plunge Over the Next Year 

EUROZONE - We Now Think the ECB’s Deposit Rate will be at Zero in July 

U.K. - The Chancellor’s Extra Measures Reduce Recession Risk

CHINA+- The Excitement is Over for Japanese Inflation, and the BoJ

EM ASIA - BI’s Higher RRR Hikes Should Temper 2022 Rate Expectations 

LATAM - LatAm will Rein-in Stubbornly High Inflation in the Second HalfHoliday Notes

Ian Shepherdson (Chief Economist and Founder)Global

Global Datanote: U.K. S&P Global Flash PMI, May

  • In one line: Huge fall kiboshes markets’ bets on a further substantial increase in Bank Rate.

Samuel Tombs (UK Economist)Global

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