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

PM Datanote: US Productivity, Q2 2025

Flattered by GDP distortions in Q2, but the underlying trend still is solid.

EZ Datanote: Industrial Production & Trade Balance, Germany, June 2025

In one line: Industrial output will be revised up; net trade was a drag on GDP growth in Q2.

PANTHEON EM ASIA DATA WRAP 7 August 2025

The Philippines’ Q2 GDP was a skin-deep, consensus-beating print
Sales numbers show worsening momentum heading into Q3

UK Datanote: UK Car Registrations, July 2025

  • In one line: Car registrations will bounce back as borrowing costs fall and the market normalises after duty hikes.

UK Datanote: UK Final Services and Composite PMI, July 2025

  • In one line: Enough for the MPC to cut, but inflation is proving persistent.

UK Datanote: Construction PMI, July 2025

  • In one line: The PMI should gradually improve as borrowing costs fall and the Government spends big.

Global Datanote: Reserve Bank of India Decision, August 2025

  • In one line: Holding—understandably—in spite of the tariff let-down.

PANTHEON EM ASIA DATA WRAP 6 August 2025

The RBI holds—understandably—in spite of the tariff let-down
An initial sign that the front-loading of Vietnamese exports to the US is over
A decent start to Q3 for still-depressed Vietnamese retail sales
Transport deflation re-steepens in Vietnam; it's here to stay, for now
June leap in Thai food inflation reverses completely

CHINA+ DATA WRAP 5 August 2025: Buoyant Caixin services PMI

In one line: Buoyant Caixin services PMI points to pockets of strength, such as tourism

PANTHEON EM ASIA DATA WRAP 5 August 2025

Big investment rebound drives Indonesia’s Q2 upside surprise
July should mark the low for Philippine inflation, but short-term downside risks dominate

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Keywords for: Publications

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