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+ DATA WRAP 19 June 2025: Japanese exports fall

Japanese exports fall as US tariff hikes slam auto shipments

Global Datanote: Final Inflation, Eurozone, May 2025

In one line: A September cut is still on, but the ECB will end up regretting it. 

EZ Datanote: Final Inflation, Eurozone, May 2025

In one line:  A September cut is still on, but the ECB will end up regretting it. 

Global Datanote: Bank Indonesia Decision

  • In one line: Sticking to the gradualist approach, for now.

CHINA+ DATA WRAP 17 June 2025: Japanese exports fall

Japanese exports fall as US tariff hikes slam auto shipments

PM Datanote: US NAHB Housing Market Index, June

Demand still falling amid high mortgage rates and elevated uncertainty.

PM Datanote: US Retail Sales, May

Underlying sales volumes holding up...for now.

EM Asia Datanote: Trade, India, May

  • In one line: Led by an overdue correction in oil imports.

EM Asia Datanote: WPI, India, May

  • In one line: No material change—yet—to the outlook for continued fuel & power deflation.

CHINA+ DATA WRAP 16 June 2025: China's activity slowing, except retail sales

China's investment and industrial output data point to slowing growth, despite the bright retail sales reading

UK Datanote: UK Report on Jobs Survey, May 2025

  • In one line: Employment growth eases according to the REC, but the worst of the jobs slowdown appears over.

UK Datanote: UK GDP April 2025

  • In one line:GDP falls in April but it will rebound as tax-hike-induced effects fade.

EZ Datanote: Industrial Production & Trade, EZ, April 2025

In one line: Tariff-front running boost to industry and trade fading in early Q2. 

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Keywords for: Publications

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