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: U.K. Nationwide House Price Index, November 2025

  • In one line: House price inflation should accelerate slightly now that the Budget is behind us. 

UK Datanote: UK Money & Credit, October 2025

  • In one line: The money and credit data suggests few pre-Budget worries in October.

UK Datanote: UK Car Registrations, November 2025

  • In one line: Holding up well in the face of chaotic Budget speculation through November.

EZ Datanote: Trade Balance, Germany, October 2025

In one line: Rise in surplus propped up by trade with EU partners. 

PANTHEON EM ASIA DATA WRAP 9 December 2025

Negative sales readings in the Philippines are imminent, at this rate

EZ Datanote: Sentix, Eurozone, December 2025

In one line: Ending the year on a slightly more cheerful note. 

CHINA+ DATA WRAP 8 December 2025: Politburo signals urgency to stabilise demand

Politburo signals urgency to stabilise domestic demand
Chinese exports resume solid growth to non-US markets
Japanese wages lifted by bonuses

PM Datanote: US Personal Incomes & Spending / Michigan Consumer Survey

Soft September sets for stage for more consumer weakness in Q4.

PM Datanote: Inflation, Chile, November, 2025

  • In one line: Inflation stays contained, supporting a rate cut this month.

EZ Datanote: Industrial Production, France & Spain, October 2025

In one line: Spanish industry outperforms its French counterpart early in Q4. 

Global Datanote: Reserve Bank of India Decision, December 2025

  • In one line: Not buying 8%-plus growth either, but taking the chance before CPI mean-reverts.

PANTHEON EM ASIA DATA WRAP 5 December 2025

RBI not buying 8%-plus growth either, but taking the chance before CPI mean-reverts
Already-low food inflation in the Philippines continues to backslide

Global Datanote: GDP, Third Quarter, Brazil, 2025

  • In one line: Growth almost stalls as industry steadies and agriculture rebounds.

PM Datanote: GDP, Third Quarter, Brazil, 2025

  • In one line: Growth almost stalls as industry steadies and agriculture rebounds.
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Keywords for: Publications

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