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

UK Datanote: UK Bank of England Inflation Attitudes Survey, Q2 2026

  • In one line: Inflation expectations show waning faith in the MPC’s ability to hit 2% inflation.

UK Datanote: U.K. BRC Retail Sales Monitor, May 2026

  • In one line: Consumer spending growth has slowed only a little since the Iran war started.

UK Datanote: UK RICS Residential Market Survey, May 2026

  • In one line: Political drama likely weighed on the RICS in May, but underlying activity remains weak.

UK Datanote: UK GDP April 2026

  • In one line: GDP still on track to grow 0.2% quarter-to-quarter in Q2, despite unwinding fuel hoarding and a doctor's strike cutting output in April.

UK Datanote: UK International Trade, April 2026

  • In one line: High energy costs begin to feed through to core import price inflation.

Global Datanote: CPI, India, May 2026

  • In one line: Mean-reversion up in food inflation should now start to plateau. 

EM Asia Datanote: CPI, India, May 2026

  • In one line: Mean-reversion up in food inflation should now start to plateau. 

PANTHEON EM ASIA DATA WRAP 12 June 2026

Malaysian spending feels the impact of the Middle East shock

Global Datanote: Brazil, CPI, May 2026

  • In one line: Food and utilities keep inflation elevated.

Global Datanote: BCRP Rate Decision, Peru, June, 2026

  • In one line: Inflation improves, but the balance of risks remains hawkish.

PM Datanote: BCRP Rate Decision, Peru, June, 2026

  • In one line: Inflation improves, but the balance of risks remains hawkish.

EZ Datanote: ECB Rate Decision, June 2026

In one line: As expected, and further tightening is likely. 

PANTHEON EM ASIA DATA WRAP 11 June 2026

War hit to Indonesian retail sales is here, and we've likely not seen the worst of it

Global Datanote: Mexico, CPI, May 2026

  • In one line: Inflation eased in May, but persistent services inflation will keep Banxico cautious.

PM Datanote: Mexico CPI, May 2026

  • In one line: Inflation eased in May, but persistent services inflation will keep Banxico cautious.

CHINA+ DATA WRAP 9 June 2026: China's buoyant trade driven by AI boom

In one line: Shipments of integrated circuits and computers main drivers of export growth
Crude oil import volume falling

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Keywords for: Publications

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