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: Bi-weekly CPI, Mexico, June, 2025

  • In one line: Benign inflation print supports a cautious Banxico rate cut.

China+ Datanote: Flash Manufacturing PMI, Japan, June

In one line: Japan's manufacturing PMI rebound on stockpiling activity, but domestic demand softens

China+ Datanote: Flash Services PMI, Japan, June

In one line: Japan's services business activity grow faster in June, but slowing input cost increase bode ill for wage growth

China+ Datanote: Preliminary Current Account, China, Q1

In one line: China’s current account balance holds up in Q1, but deterioration likely in Q2.

China+ Datanote: Preliminary GDP, Japan, Q1

In one line: Japan’s GDP shrinks for the first time in a year, reinforcing the BoJ's wait-and-see stance.

China+ Datanote: 20 Day Exports, Korea, June

In one line: Korea's 20-day exports rebound in June on front loading ahead of reprieve expiry

China+ Datanote: National CPI, Japan, May

In one line: Japan's core inflation surprised on the upside, but unlikely to sway BoJ into hiking mode

EZ Datanote: IFO BCI, Germany, June 2025

In one line: At a one-year high, but still consistent with slower growth. 

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

  • In one line: House prices fall in April, but the market will recover quickly.

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

  • In one line: ONS vehicle duty correction cuts inflation, news was small, inflation pressures remain sticky.

UK Datanote: UK Public Finances, May 2025

  • In one line:Public finances deteriorate in May, tax-hike speculation to mount over the summer.

UK Datanote: UK GfK Consumers' Confidence Survey, June 2025

  • In one line: Consumers’ confidence inches up, but it will be tested over the summer.

UK Datanote: UK MPC Decision and Minutes, June 2025

  • In one line: Rates and guidance unchanged in June, but a dovish tilt to the minutes. 

UK Datanote: Retail Sales, May 2025

  • In one line:Retail sales tank in May but will rebound.

UK Datanote: UK Flash PMIs, June 2025

  • In one line: Activity rises and price pressures fall, but geopolitical stress a rising worry.
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Keywords for: Publications

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