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.

House Prices

Global Datanote: Consumer Prices, India, May

In one line: The final nail in the coffin for the RBI's easing cycle.

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

Global Datanote: U.S. Consumer Prices, May/Weekly Jobless Claims 2021

In one line: The reopening spike continues; the Fed better be right about "bottlenecks". 

Ian Shepherdson (Chief Economist and Founder)10th Jun 2021 14:29Global

Global Datanote: U.K. Consumer Prices, April 2021

In one line: Pushed up by higher energy and clothing prices; little sign of a post-reopening spike in services prices yet.

Ian Shepherdson (Chief Economist and Founder)19th May 2021 15:11Global

Global Datanote: U.K. Consumer Prices, March 2021

In one line: Back to the 2% target very soon, but the MPC needn't flinch.

Ian Shepherdson (Chief Economist and Founder)22nd Apr 2021 12:46Global

GlobalDatanote: Inflation IPCA, Brazil, February

Inflation IPCA, Brazil, February

Peter Bennett11th Mar 2021 13:18Global

GlobalDatanote: U.S. Consumer Prices, February 2021

In one line: Core constrained by unsustainable drops in airline fares, used cars and lodging; rents are rebounding strongly.

Peter Bennett10th Mar 2021 14:37Global

Global Datanote: U.K. Consumer Prices, January 2021

Weight changes lifted the CPI in January, but will prevent the core rate from rising much later this year.

Ian Shepherdson (Chief Economist and Founder)17th Feb 2021 10:35Global

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

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