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.

November 2023

Global Datanote: GDP, Colombia, Q4, 2023

  • In one line:  A poor end to the year, but the details are less grim than the headline.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Economic activity index, Brazil, November, 2023

  • In one line: Struggling, despite relatively positive sectoral data in November.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: U.K. Consumer Prices, December 2023

  • In one line: Slowing trend in the all-items index maintained, despite December’s rebound.

Samuel TombsGlobal

Global Datanote: December CPI & November IP, India

  • In one line: The CPI report has yet to pick-up the correction in onion prices; don’t panic over the Diwali-related crash in IP growth.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: BCRP Rate Decision, Peru, January, 2023

  • In one line: More rate cuts to come, despite the still-cautious tone.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: U.K. Consumer Prices, November 2023

  • In one line: Sharp decline in inflation not merely due to some of its noisy components.

Samuel TombsGlobal

Global Datanote: November CPI & October IP, India

  • In one line: The worst of the recent food price surge is over; Diwali calendar effects flatter October IP massively.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: GDP, Third Quarter, Brazil, 2023

  • In one line: Surprisingly resilient, but high interest rates are now a drag.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Economic activity index, Chile, November

  • In one line: A poor start to Q4, due chiefly to plunging mining activity.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: CPI, Indonesia, November

  • In one line: Adverse food price base effects will now unwind.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: GDP, Mexico, Q3, 2023

  • In one line: A stronger-than-expected Q3, but downside forces are emerging.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: U.K. Consumer Prices, October 2023

  • In one line: Well below the MPC’s forecast, thanks to slowing services CPI inflation.

Samuel TombsGlobal

Global Datanote: Inflation, Mexico, October, 2023

  • In one line: Disinflation, at the headline level, remains fully on track.

Andrés Abadía (Chief LatAm Economist)Global

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