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

EZ Datanote: Retail Sales, Eurozone, December 2025

In one line: Down in December, but Q4 was still better than Q3. 

EM Asia Datanote: CPI, Taiwan, January 2026

  • In one line: Big disinflation surprise, due to Lunar New Year noise.

EZ Datanote: Construction PMIs, Eurozone, January 2026

In one line: Reverses year-end gains, price pressures intensify. 

EZ Datanote: Factory Orders, Germany, December 2025

In one line: Momentum is building, but running well ahead of the survey data.

PANTHEON EM ASIA DATA WRAP 5 February 2026

Indonesia’s dream of 6% for 2026 could become reality
Thai deflation now looks set to stick around until mid-year
Philippine inflation is back in the BSP’s range; still expecting a February cut

Global Datanote: Advance Inflation, Eurozone, January 2026

In one line: The dovish pressure to remain on the ECB going into the March forecasts. 

CHINA+ DATA WRAP 4 February 2026: RatingDog services PMI posts a modest gain

In one line: China's RatingDog services PMI posts a modest gain, largely reflecting pre-holiday seasonality

EZ Datanote: PMIs, Switzerland, January 2026

In one line: Tentative signs of a recovery after the mayhem of 2025.

Global Datanote: PMIs, Switzerland, January 2026

In one line: Tentative signs of a recovery after the mayhem of 2025.

UK Datanote: U.K. Nationwide House Price Index, January 2026

  • In one line: House price inflation will continue to steadily rise over the coming year. 

Global Datanote: RatingDog Manufacturing PMI, China, January 2026

In one line: China's manufacturing PMIs indicate sharp divergence between old and new industries

CHINA+ DATA WRAP 2 February 2026: China's manufacturing PMIs diverge

In one line: China's manufacturing PMIs indicate sharp divergence between old and new industries; Korean PMI lifted by AI-related chip sector

PANTHEON EM ASIA DATA WRAP 2 February 2026

Sturdy manufacturing momentum in ASEAN is holding up
Two-way trade in Indonesia ends 2025 on a solid note
A deceptively soft January headline CPI print in Indonesia

China+ Datanote: Industrial Profits, China, December

In one line: China industrial profits 2025: first positive turn in four years, but the path forward remains challenging

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Keywords for: Publications

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