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.

May

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: Trade, Indonesia, May

  • IIn one line: Not bad, considering the all-out ban on palm oil exports.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: PPI, China, May

In one line: Chinese PPI slowdown is good news for everyone

Craig BothamGlobal

Global Datanote: CPI, Mexico, May, 2022

  • In one line: Easing at the margin, but core pressures remain sticky.

Andres Abadia (Senior International Economist)Global

Global Datanote: Inflation, Chile, May, 2022

  • In one line: The ugly inflation picture continues, but the headline rate will gradually ease over H2.

Andres Abadia (Senior International Economist)Global

Global Datanote: Exports, Korea, May

In one line: Korean exports surge on demand for energy

Craig BothamGlobal

Global Datanote: Caixin Manufacturing PMI, China, May

In one line: Few surprises from the Caixin PMI

Craig BothamGlobal

Global Datanote: Manufacturing PMI, China, May

In one line: Still shrinking, just more slowly

Craig BothamGlobal

Global Datanote: BoK Rate Decision, Korea, May

In one line: The BoK’s new governor launches with a hawkish hike

Craig BothamGlobal

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

Global Datanote: Flash Manufacturing PMI, Japan, May

In one line: External factors weigh on Japanese activity

Craig BothamGlobal

Global Datanote: 20-day Exports, Korea, May

In one line: A Chinese recovery, or merely a thirst for oil?

Craig BothamGlobal

Global Datanote: BCRP Rate Decision, Peru, May, 2022

  • In one line: The aggressive tightening continues as the inflation outlook deteriorates.

Andres Abadia (Senior International Economist)Global

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