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

China+ Datanote: Tokyo CPI, Japan, April

The BoJ won't be moved by the jump Tokyo headline inflation due to a statistical quirk

Duncan WrigleyChina+

CHINA+ DATA WRAP 25 April 2025: Tokyo inflation jump due to statistical quirk

The BoJ won't be moved by the jump Tokyo headline inflation due to a statistical quirk

Duncan WrigleyChina+

PANTHEON EM ASIA DATA WRAP 25 April 2025

Bigger US front-loading drives Thai export growth to a 3-year high

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EZ Datanote: IFO, Germany, April 2025

In one line: Lifted by tariff front-running, still pointing to downside risks to growth. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: INSEE Consumer Confidence, France, April

In one line: Resilient, but labour market prospects remain difficult.

Claus Vistesen (Chief Eurozone Economist)Eurozone

PM Datanote: US S&P Global Composite PMI, April

Slowing, not careering towards recession.

Samuel TombsUS

PM Datanote: Mexico, Retail Sales, February, 2025

  • In one line: Retail momentum softens in February after January’s rebound.

Andrés Abadía (Chief LatAm Economist)Latin America

China+ Datanote: Flash PMI, Japan, April

Export orders plunge amid tariff chaos

Duncan WrigleyChina+

EZ Datanote: Trade & construction, EZ, February 2025

In one line: Don’t show Donald Trump the trade charts; Construction down but still defied surveys in Q1

Melanie Debono (Senior Eurozone Economist)Eurozone

Global Datanote: Flash PMIs, Germany, April 2025

In one line: As in France, domestic demand is rattled by tariff concerns and PMI shows clear signs of tariff front-running.

Claus Vistesen (Chief Eurozone Economist)Global

EZ Datanote: Flash PMIs, Germany, April 2025

In one line: As in France, domestic demand is rattled by tariff concerns and PMI shows clear signs of tariff front-running.

Melanie Debono (Senior Eurozone Economist)Eurozone

Global Datanote: Flash PMIs, France, April 2025

In one line: Fastest fall in demand for services since Covid pulls down the headline.

Claus Vistesen (Chief Eurozone Economist)Global

EZ Datanote: Flash PMIs, France, April 2025

In one line: Fastest fall in demand for services since Covid pulls down the headline.

Melanie Debono (Senior Eurozone Economist)Eurozone

UK Datanote: UK Public Finances, March 2025

  • In one line:The public finances are weak heading into the trade war, difficult choices lay ahead for the Chancellor.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Erratic computer games and hotel prices drag inflation down, headline inflation will still likely jump to 3.5% in April.

Rob Wood (Chief UK Economist)UK

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