Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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 Housing Starts, November/December 2025

Permits still lower than in early 2025; a further drop beckons.

UK Datanote: U.K. Consumer Prices, January 2026

  • In one line: Inflation miss too small to stop a March rate cut, but stubborn services inflation means a second cut this year is far from certain.

UK Datanote: U.K. Official House Price Index, December 2025

  • In one line: The housing market was resilient in 2025, but prices will rise more quickly in 2026.

EZ Datanote: Final Inflation, France, January 2026

In one line: Fall in electricity prices offset by higher prices at the petrol pump.

EZ Datanote: ZEW Economic Sentiment, Germany, February 2026

In one line: Falls short of consensus’ expectations, but morale still high. 

UK Datanote: U.K. BRC Retail Sales Monitor, January 2026

  • In one line: Consumers’ spending will boost January GDP growth.

UK Datanote: UK International Trade, December 2025

  • In one line: The trade deficit has some room to further improve.

UK Datanote: UK GDP December 2025

  • In one line:Disappointing Q4 keeps a March rate cut on track, but underlying momentum looks too solid for more than one rate cut this year.

UK Datanote: UK Report on Jobs Survey, January 2026

  • In one line: Hiring sentiment has further to improve in Q1.

UK Datanote: UK Labour Market Data, December / January 2026

  • In one line: Unemployment rate at 5-year high should seal a March rate cut, but more timely data suggests stabilisation.

EZ Datanote: Final Inflation, Germany, January 2026

In one line: Fall in electricity prices offset by higher prices at the petrol pump.

EM Asia Datanote: Trade, India, January 2026

  • In one line: Blame another random spike in gold imports; purchases from Russia are tanking.

EZ Datanote: Industrial Production, Eurozone, December 2025

In one line: Disappointing; PMI points to downside risks for early-Q1. 

Global Datanote: GDP Flash, Switzerland, Q4 2025

In one line: Better than we thought; growth will pick up in Q1. 

EZ Datanote: GDP Flash, Switzerland, Q4 2025

In one line: Better than we thought; growth will pick up in Q1. 

PANTHEON EM ASIA DATA WRAP 16 February 2026

Thailand’s stronger-than-expected Q4 GDP has the interim government to thank
A sudden pop in ‘upstream core’ inflation in India to start the year

EZ Datanote: Second Estimate of Q4 GDP, Employment and Trade, Eurozone

In one line: Decent growth confirmed, but risks tilted towards a downward revision in the third estimate. 

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Region

Filter by Publication Type

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters
 

Sign up for your complimentary trial

To start your complimentary trial, highlight the areas you are interested in subscribing to and click next.

United States

Eurozone

United Kingdom

China +

Emerging Asia

Latin America

Next

 
Consistently Right
Access Key Enabled Navigation
Keywords for: Publications

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