Pantheon Macroeconomics

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Pantheon Publications

Below is a list of our Publications for the last 5 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.

Datanotes

Global Datanote: CPI, India, November 2025

  • In one line: Muddied by residual seasonality, but vegetable-price pressures are reviving.

EM Asia Datanote: CPI, India, November 2025

  • In one line: Muddied by residual seasonality, but vegetable-price pressures are reviving.

China+ Datanote: Money & Credit, China, November

In one line: still looking for signs of private sector credit demand

China+ Datanote: CEWC, China, December

In one line:signalling confidence, no major course shift

EZ Datanote: SNB Rate Decision, Q4 2025

In one line: On hold, as we expect it to be until early 2027. 

Global Datanote: SNB Rate Decision, Q4 2025

  • In one line: On hold, as we expect it to be until early 2027. 

Global Datanote: Bangko Sentral ng Pilipinas Decision, December 2025

  • In one line: Easing “nearing its end”, but we still see a terminal rate of 4.25%.

PANTHEON EM ASIA DATA WRAP 11 December 2025

BSP easing “nearing its end”, but we still see a terminal rate of 4.25%

Global Datanote: Inflation IPCA, Brazil, November, 2025

  • In one line: Inflation under control, opening the door to gradual rate cuts.

PM Datanote: Inflation, Brazil, November, 2025

  • In one line: Inflation under control, opening the door to gradual rate cuts.

EZ Datanote: Industrial Production, Italy, October 2025

In one line: Italian industry will be back on track after stumbling in October. 

UK Datanote: UK Report on Jobs Survey, November 2025

  • In one line: Signs of stubborn wage growth despite weak jobs are widespread.

UK Datanote: Final PMI, November 2025

In one line: Budget circus hits sentiment, which can recover now the event has passed. 

UK Datanote: Construction PMI, November 2025

In one line: Catastrophic PMI saying conditions are as bad as during a full lockdown is hard to take at face value, but risks clearly lie towards output falls now.

UK Datanote: U.K. BRC Retail Sales Monitor, November 2025

  • In one line: Pre-Budget chaos drags on consumer spending.
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Keywords for: Publications

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence