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

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 Flash PMI October

  • Japan flash manufacturing PMI points to a gloomy outlook

Duncan WrigleyGlobal

Global Datanote: Final Manufacturing PMI, Japan, September

In one line: Factory activity softened further as September drew to a close

Craig BothamGlobal

Global Datanote: Flash Manufacturing PMI, Japan, September

In one line: Bad weather weighs on domestic manufacturing

Craig BothamGlobal

Global Datanote: Final Composite PMIs, Eurozone, August

In one line: Activity fell faster than previously thought in August; we expect a recession in H2. 

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Manufacturing PMI, ASEAN, August

  • In one line: Still no nervousness in ASEAN manufacturing, but stocks are rising fast.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Caixin Manufacturing PMI, China, August

In one line: China adds to the general sense of gloom

Craig BothamGlobal

Global Datanote: Manufacturing PMI, China, August

In one line: Chinese manufacturing starts to settle at a lower level as the reopening distortion fades

Craig BothamGlobal

Global Datanote: Advance PMIs, Eurozone, August

  • In one line: The deepening downturn won’t deter further rate hikes. 

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Advance PMIs, Germany, August

  • In one line: Services activity drags the Germany economy down further.  

Melanie Debono (Senior Eurozone Economist)Global

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