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.

June

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: National CPI, Japan, June

In one line: Japanese inflation is still a cost-push story

Craig BothamGlobal

Global Datanote: Trade, Indonesia, June

  • In one line: Mostly—if not entirely—due to the U-turn on the ban on palm oil exports.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: May IP & June CPI, India

  • In one line: Ignore the spike in IP growth, May was forgetful; the CPI case for smaller RBI hikes is growing.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Inflation IPCA, Brazil, June, 2022

  • In one line: In line with expectations; the downtrend will resume in Q3.

Andres Abadia (Senior International Economist)Global

Global Datanote: Inflation, Chile, June, 2022

  • In one line: Undershooting expectations, but the picture remains terrible.

Andres Abadia (Senior International Economist)Global

Global Datanote: CPI, Mexico, June, 2022

  • In one line: An ugly end to Q2, but inflation likely will peak soon.

Andres Abadia (Senior International Economist)Global

Global Datanote: Exports, Korea, June

In one line: Korea points to slowing global trade

Craig BothamGlobal

Global Datanote: Caixin Manufacturing PMI, China, June

In one line: China's manufacturing recovery confirmed

Craig BothamGlobal

Global Datanote: Manufacturing PMI, China, June

In one line: China's manufacturing recovery continues

Craig BothamGlobal

Global Datanote: Banxico Announcement, Mexico. June, 2022

  • IIn one line: Accelerating rate hikes, as external conditions continue to deteriorate.

Andres Abadia (Senior International Economist)Global

Global Datanote: CPI, Japan, June

In one line: A helpful reminder that Japan's inflation remains very different

Craig BothamGlobal

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

Global Datanote: Flash PMIs, Japan, June

In one line: Japanese services and manufacturing continue to diverge

Craig BothamGlobal

Global Datanote: 20-day exports, Korea, June

In one line: Not as terrible as they appear, but still pretty bad

Craig BothamGlobal

Global Datanote: Loan Prime Rate, China, June

In one line: No point in pushing on a string

Craig BothamGlobal

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