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: ZEW, Germany, January 2026 & Construction Output, Eurozone, November 2025

In one line: Investor were optimistic ahead of the stand-off over Greenland; EZ construction sector turning a corner.

China+ Datanote: BoK Decision, Korea, January

In one line: Bank of Korea drops its easing bias as currency stability takes priority

China+ Datanote: Exports, China, December

In one line: Diversification keeps China exports float in 2025; December export upticks largely support by ASEAN & BRICS demand

China+ Datanote: PPI, China, December

In one line: China’s PPI sees firmer monthly momentum, but sustained reflation remains challenging

EZ Datanote: Final Inflation, Eurozone, December 2025

In one line: The probability of further ECB easing is underpriced. 

Global Datanote: Final Inflation, Eurozone, December 2025

In one line: The probability of further ECB easing is underpriced. 

CHINA+ DATA WRAP 19 January 2026: China's Q4 GDP reports torpid domestic demand

In one line: China's Q4 GDP reports torpid domestic demand versus vibrant industrial output

PANTHEON EM ASIA DATA WRAP 20 January 2026

AI boom saves Malaysian exports 
Malaysian inflation shows a surprise rise

China+ Datanote: Money & Credit, China, December

In one line: Non-government credit demand still sluggish amid structural adjustment

China+ Datanote: Money & Credit, China, December

In one line: Non-government credit demand still sluggish amid structural adjustment

EM Asia Datanote: Trade, India, December 2025

  • In one line: Their latest slip aside, exports to the US are seeing some consolidation.

UK Datanote: Bank of England Credit Conditions, Q4 2025

  • In one line: Loosening credit availability will help growth and falling secured credit defaults point to limited household distress.

UK Datanote: UK International Trade, November 2025

  • In one line: The headline trade balance will improve as falls in erratic components unwind.

UK Datanote: UK GDP November 2025

  • In one line:November flattered by unwinding hit to autos, but growth is still on track to beat the MPC's call in Q4.

UK Datanote: UK RICS Residential Market Survey, December 2025

  • In one line: The housing market is primed for a recovery in 2026.
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Keywords for: Publications

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