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.

October

Global Datanote: U.K. Consumer Prices, October

  • In one line: Still no sign of a slowing in the pace of core price rises yet. 

Samuel Tombs (UK Economist)Global

Global Datanote: Banxico Announcement, Mexico, October, 2022

  • In one line: A bold hike, but with one dissenter; we expect a smaller hike next month.

Andres Abadia (Senior International Economist)Global

Global Datanote: Inflation IPCA, Brazil, October, 2022

  • In one line: Disinflation continues, despite the overshoot to consensus.

Andres Abadia (Senior International Economist)Global

2 Nov 2022 Global Monitor

U.S. - How the Fed Could be Done After the December Rate Hike

EUROZONE - The October Inflation Data are a Halloween Nightmare for the ECB 

U.K. - The MPC will talk down rate expectations this week

CHINA+ - Covid Restrictions Drag Down China’s PMIs

EM ASIA - Tomorrow’s RBI Meeting Means that a December Hike is Off

LATAM - Lula Wins His Third Term in a Tight Race; Bolsonaro Yet to Concede

Ian Shepherdson (Chief Economist and Founder)Global

Global Datanote: CPI, Indonesia, October

  • In one line: The stage is set for BI to return to 25bp.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Brazilian election, Runoff, October, 2022

  • In one line: Lula wins his third term in a very tight race; an uphill economic battle has just begun.

Andres Abadia (Senior International Economist)Global

PM Note: China Official Manufacturing PMI October

  • In one line: The official manufacturing PMI was dragged down by Covid restrictions during the Congress period 

Duncan WrigleyGlobal

PM Note: Japan Rate Decision October

  • In one line: The BoJ stands fast, despite higher inflation

Duncan WrigleyGlobal

Global Datanote: Advance PMIs, Germany, October

In one line: Activity in the EZ’s largest economy is shrinking at break-neck speed.  

Melanie Debono (Senior Eurozone Economist)Global

PM Note: Japan Flash PMI October

  • Japan flash manufacturing PMI points to a gloomy outlook

Duncan WrigleyGlobal

PM Note: Korea 20-day Exports, October

  • In one line: Korean 20-day exports indicate continued deterioration in global demand

Duncan WrigleyGlobal

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