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.

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Datanotes

PM Datanote: US Retail Sales, October 2025

October's strength in control sales looks unlikely to last.

PM Datanote: US Employment, November 2025

Lackluster, but not alarming enough for a January easing.

Global Datanote: Employment, US, November 2025

In one line: Lackluster, but not alarming enough for a January easing.

EZ Datanote: ZEW, Germany, November 2025 & Trade Balance, EZ, October 2025

In one line: Pointing to upside risks to our call for French GDP to fall in Q4. 

EZ Datanote: Flash PMIs, France, December 2025

In one line: Pointing to upside risks to our call for French GDP to fall in Q4. 

Global Datanote: Flash PMIs, France, December 2025

In one line: Pointing to upside risks to our call for French GDP to fall in Q4. 

China+ Datanote: Flash Manufacturing PMI, Japan, December

In one line: Reviving manufacturing activity but mounting cost pressures

CHINA+ DATA WRAP 16 December 2025: Japan's flash PMIs

 Japan's flash PMIs find reviving manufacturing activity but mounting cost pressures

EM Asia Datanote: Trade, India, November 2025

  • In one line: Historic leap in gold imports in October unwinds dramatically.

CHINA+ DATA WRAP 15 December 2025: China's Nov activity data still softening

China's November activity data show goods consumption softening and fixed asset investment worsening

PANTHEON EM ASIA DATA WRAP 15 December 2025

Upstream food price pressures in India are reviving more noticeably

Global Datanote: CPI, India, November 2025

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

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