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

EZ Datanote: ECB Consumer Inflation Expectations, EZ, February & Unemployment, Germany, March

In one line: EZ inflation expectations hold steady; further increases in German unemployment are on the way.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation, France/Spain, Mar & INSEE Consumers' Spending, France, Feb

In one line:  Inflation in France and Spain came in below expectations; another setback in French spending. 

Melanie Debono (Senior Eurozone Economist)Eurozone

UK Datanote: UK National Accounts, Q4 2024

  • In one line: Growth recovered in Q4 as Budget uncertainty passed but President Trump’s tariff hammer hangs over the outlook.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK International Trade, January 2025

  • In one line: The trade balance will remain weak as energy prices remain high and uncertainty prevails.

Rob Wood (Chief UK Economist)UK

UK Datanote: Retail Sales, February 2025

  • In one line:Retail sales continue their post-Budget rebound and will drive a growth recovery in Q1

Rob Wood (Chief UK Economist)UK

China+ Datanote: Tokyo CPI, Japan, March

Tokyo inflation picks up, but the BoJ's immediate focus will be on US auto tariffs

Duncan WrigleyChina+

CHINA+ DATA WRAP 28 March 2025: Tokyo inflation rises

Tokyo inflation picks up, but the BoJ's immediate focus will be on US auto tariffs

Duncan WrigleyChina+

PANTHEON EM ASIA DATA WRAP 28 March 2025

Philippine trade takes a breather after a fast start to 2025

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PM Datanote: US Advance Goods Trade, February

 Gold trade and pre-tariff stockpiling are distorting the numbers.

Oliver Allen (Senior US Economist)US

EZ Datanote: Money Supply, Eurozone, February 2025

In one line: Money and credit data still positive on outlook for EZ economy. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Retail Sales, Spain, February 2025

In one line: Back up, but increase in Q1 will be smaller than in Q4. 

Melanie Debono (Senior Eurozone Economist)Eurozone

PM Datanote: US Durable Goods Orders, February

 Equipment investment likely to remain anemic at best.

Oliver Allen (Senior US Economist)US

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

  • In one line: Erratic items drag down inflation, underlying pressures remain stubborn.

Rob Wood (Chief UK Economist)UK

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

  • In one line: House prices surge in January but the rush to beat higher stamp duty will fade.

Rob Wood (Chief UK Economist)UK

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Keywords for: Publications

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