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.

July

Global Datanote: Economic activity index, Mexico, July, 2022

  • In one line: A good start to Q3, but a modest downtrend will emerge soon.

Andres Abadia (Senior International Economist)Global

Global Datanote: CPI, Japan, July

  • In one line: Still the wrong kind of inflation for the BoJ

Craig BothamGlobal

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

Global Datanote: Trade, Indonesia, July

  • In one line: Non-traditional markets are now exporters’ best friends.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: June IP & July CPI, India

  • In one line: Industry had a stellar Q2, the y/y noise aside; food inflation sees a material slowdown.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: PPI, China, July

In one line: More PPI disinflation to come, aided by falling commodity prices

Craig BothamGlobal

Global Datanote: CPI, Indonesia, July

  • In one line: Food prices remain the main problem, but that doesn’t mean core inflation is no issue.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Exports, Korea, July

In one line: Don’t be deceived by Korea’s export bounce

Craig BothamGlobal

Global Datanote: Manufacturing PMIs, China, July

In one line: The manufacturing boost from reopening is over

Craig BothamGlobal

Global Datanote: BoJ Policy Meeting, Japan, July

In one line: A more downbeat BoJ stays on hold

Craig BothamGlobal

Global Datanote: 20-day exports, Korea, July

In one line: Korean 20-day trade recovers, but the trend is still slowing

Craig BothamGlobal

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Keywords for: Global

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