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 Public Finances, June 2025

  • In one line:Autumn tax hikes are likely and will probably be backloaded.

EM Asia Datanote: Core Industries, India, June

  • In one line: A skin-deep reprieve, if at all, from waning underlying momentum.

PM Datanote: US Housing Starts, June

The underlying trend in residential construction is flat and likely to turn lower.

PM Datanote: US Michigan Sentiment Survey, July

Hard to trust given the rock-bottom response rate.

UK Datanote: UK Labour Market Data, May / June 2025

  • In one line: Jobs falls are easing and pay growth is far too high to deliver 2% inflation, but the MPC seems keen to cut anyway.

UK Datanote: UK Official House Price Index, May 2025

  • In one line: Prices will keep gaining as stamp duty disruption has further to unwind.

UK Datanote: U.K. Consumer Prices, June 2025

  • In one line: Inflation is proving sticky, with most of June's acceleration looking genuine.

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

  • In one line: A huge bounce in official retail sales is coming in June as seasonal distortions unwind.

UK Datanote: UK Report on Jobs Survey, June 2025

  • In one line: Potential future tax hikes hit hiring sentiment, but wage growth is slowing only gradually.

UK Datanote: UK RICS Residential Market Survey, June 2024

  • In one line: Recovering as the Stamp Duty disruption fades

EZ Datanote: Construction, Eurozone, May 2025

In one line: Down, but big revision to the April data suggests Q2 was good.

Global Datanote: CPI, Japan, June

In one line: Japan's headline consumer inflation slows after energy subsidies restart; upper house election poses JGB risks

CHINA+ DATA WRAP 18 July 2025: Japan's headline consumer inflation slows

Japan's headline consumer inflation slows after energy subsidies restart
upper house election poses JGB risks

PM Datanote: US Weekly Jobless Claims, July 12

Low simply because auto plant shutdowns have been less prevalent than usual.

PM Datanote: US Retail Sales, June

Sales growth less impressive in real terms; consumer slowdown continues.

Global Datanote: Final Inflation, Eurozone, June 2025

In one line: Still on track to hand the ECB a 25bp rate cut in September. 

EZ Datanote: Final Inflation, Eurozone, June 2025

In one line: Still on track to hand the ECB a 25bp rate cut in September. 

PM Datanote: US PPI, June

Services disinflation is partly countering the tariff uplift to goods prices.

Global Datanote: Exports, China, June 2025

In one line: Better external sector performance likely to support Q2 GDP due tomorrow

China+ Datanote: Exports, China, June

In one line: Better external sector performance likely to support Q2 GDP due tomorrow.

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Keywords for: Publications

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