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.

PMI

Global Datanote: Sentix & Final PMIs, Eurozone, Jan/Dec

In one line: Relief in the PMIs; investor sentiment and seasonals signal further gains ahead.

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Advance PMIs, Eurozone, December 2024

In one line: Growth will still slow, despite increase in PMI in December; rising price indices still point to downside risks for inflation.  

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Advance PMIs, Germany, December 2024

In one line: Still no sign of a pick up in new orders in manufacturing. 

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Final Composite PMIs, Eurozone, November

In one line: Pointing to downside risks still, but probably overdoing it.

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Advance PMIs, Germany, November 2024

In one line: Stung by falling activity and new orders; 12-month outlook slightly improved. 

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Final Manufacturing PMIs, Eurozone, October 2024

In one line: Little to suggest the rut in industry is ending, despite increase.

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Advance PMIs, Eurozone, October

In one line: Barely budging fuelling market expectations for faster ECB rate cuts.

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: INSEE Business Confidence & Advance PMIs, France, October

In one line: Down, in line with our call that French GDP will slow again in Q4 after an Olympics boost in Q3.

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Final PMIs, Eurozone, September

In one line: Likely to fall further this month but also likely overdoing the weakness in the economy.

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Manufacturing PMI, ASEAN, September

  • In one line: Export-oriented manufacturers hit a speed-bump at the end of Q3.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Final PMIs, Eurozone, August 2024

In one line: GDP growth is unlikely to slow in Q3, as the PMI suggests.

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Manufacturing PMI, ASEAN, August

  • In one line: Indonesia’s PMI is going from bad to worse, hitting the headline.

Miguel Chanco (Chief EM Asia Economist)Global

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