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, or contact your account rep

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Valuation and Affordability

Global Datanote: BoJ meeting and outlook, April 2021

In one line: Fiscal 2021 inflation downgrade is partly due to mobile phone charge re-weighting

Ian Shepherdson (Chief Economist and Founder)27th Apr 2021 08:53Global

Global Datanote: Detailed Inflation & Trade Balance, Eurozone, March 2021

Inflation in energy and fuel costs is rocketing; the plunge in the trade surplus likely is a one-off

Ian Shepherdson (Chief Economist and Founder)16th Apr 2021 10:37Global

Global Datanote: Official and Caixin Manufacturing PMI, China, February

In one line: The PMIs don't fully account for Lunar New Year, especially the official versions

Ian Shepherdson (Chief Economist and Founder)1st Mar 2021 13:33Global

Global Datanote: Final GDP and Unemployment rate, Mexico, Q4/January 2021

In one line: A better-than-expected end to the year, but momentum is easing.

Ian Shepherdson (Chief Economist and Founder)26th Feb 2021 14:30Global

Global Datanote: China and Korea Manufacturing PMIs, January; Korea exports, January 2021

In one line: China's manufacturing PMI points to renewed Covid strife in global trade; In one line: Korean exports... still holding up; In one line: Somebody forgot to notify...

Ian Shepherdson (Chief Economist and Founder)1st Feb 2021 11:16Global

Global Datanote: FOMC Announcement and SEP September 2020

In one line: Outcome-based forward guidance arrives; the dots are dead.

Ian Shepherdson (Chief Economist and Founder)16th Sep 2020 19:30Global

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