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.

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Datanotes

Global Datanote: CPI, Indonesia, March

  • In one line: Short-lived, policy-induced deflation is over.

Miguel Chanco (Chief EM Asia Economist)Global

PANTHEON EM ASIA DATA WRAP 8 April 2025

Short-lived, policy-induced deflation in Indonesia is over
How high can Philippine sales go before they hit a ceiling?

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EZ Datanote: Retail Sales, EZ, February 2025

In one line: Rebounding as expected; will global trade war hurt consumers? 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Industrial Production & Trade, Germany, February

In one line: German industry likely had a great Q1, but what awaits in Q2? 

Claus Vistesen (Chief Eurozone Economist)Eurozone

CHINA+ DATA WRAP 7 April 2025: China's reserves ex valuation effects fell

China's foreign reserves excluding valuation effects fell
Japan's real wage decline hurts consumption

Duncan WrigleyChina+

Global Datanote: Employment, US, March 2025

Healthcare driving payroll growth again; ongoing support will offset some tariff damage.

Samuel TombsGlobal

PM Datanote: US Employment, March

Healthcare driving payroll growth again; ongoing support will offset some tariff damage.

Samuel TombsUS

UK Datanote: Bank of England Decision Maker Panel, March 2025

  • In one line: Jobs market passes the worst as prices and wages prove persistent.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Strengthening domestic spending can cushion the tariff blow.

Rob Wood (Chief UK Economist)UK

UK Datanote: Construction PMI, March 2025

  • In one line: The Construction sector will continue to recover as planning reforms and Government spending boost sentiment.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Car Registrations, March 2025

  • In one line: 

    Car registrations will continue to rise despite ‘Liberation Day’ autos tariffs.

Rob Wood (Chief UK Economist)UK

EZ Datanote: Industrial Production, France, February 2025

In one line: Not enough to salvage Q1, but the 3m/3m trend is turning up.

Claus Vistesen (Chief Eurozone Economist)Eurozone

Factory Orders, Germany, February 2025

In one line: Growth and the surveys were picking up, before Mr. Trump’s tariff hammer.

Claus Vistesen (Chief Eurozone Economist)Eurozone

PANTHEON EM ASIA DATA WRAP 4 April 2025

A brief spell of policy-induced deflation is around the corner in Thailand
Very soft, but March should be the low for Philippine inflation this year

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: Inflation, Switzerland, March 2025

In one line: Holding at a 46-month low, but will rise again soon; Swiss retaliation to US tariff hikes poses an upside risk.

Melanie Debono (Senior Eurozone Economist)Global

EZ Datanote: Inflation, Switzerland, March 2025

In one line: Holding at a 46-month low, but will rise again soon; Swiss retaliation to US tariff hikes poses an upside risk.

Melanie Debono (Senior Eurozone Economist)Eurozone

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Keywords for: Publications

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