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 2021

Global Datanote: Advance Inflation, Eurozone, July 2021

In one line: Still-sticky energy inflation; ignore the dip in the core, it will rebound, strongly.

Claus Vistesen (Unknown)Global

Global Datanote: U.K. Flash PMIs, July 2021

In one line: Slowdown message chimes with other indicators.

Claus Vistesen (Unknown)Global

Global Datanote: Advance PMIs, Eurozone, July 2021

In one line: Recovery continued in Q3, but concerns about the Delta variant are rising and supply issues remain.

Claus Vistesen (Unknown)Global

Global Datanote: ECB Press Release, July 2021

In one line: The bar for policy "normalisation" has just been raised.

Claus Vistesen (Unknown)Global

Global Datanote: ECB Rate Decision, July 2021

In one line: A new, and more dovish, forward guidance.

Claus Vistesen (Unknown)Global

Global Datanote: CPI, June, Japan 2021

In one line: Food prices drive exit from outright deflation.

Ian Shepherdson (Chief Economist and Founder)Global

Global Datanote: Detailed Inflation, Eurozone, June 2021

In one line: Energy inflation remains high; the core hit by lower inflation in services.

Ian Shepherdson (Chief Economist and Founder)Global

Global Datanote: BoJ Press Conference, July 2021

In one line: Mr. Kuroda is playing the baby steps card; but it's baby steps toward something significant

Ian Shepherdson (Chief Economist and Founder)Global

Global Datanote: BoJ Decision, July 2021

In one line: Details of the new green fund-provisioning scheme leaves scope for it to become a major operation.

Ian Shepherdson (Chief Economist and Founder)Global

Global Datanote: PBoC MLF Injection; BoK Decision, July 2021

In one line: The PBoC's smaller MLF injection confirms that the RRR cut was not an easing

Ian Shepherdson (Chief Economist and Founder)Global

Global Datanote: Economic activity index, Brazil, May 2021

In one line: Growth well below expectations, but June likely saw renewed progress.

Ian Shepherdson (Chief Economist and Founder)Global

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

In one line: Another upside surprise, but the core rate won't rise from here.

Ian Shepherdson (Chief Economist and Founder)Global

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