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: 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

EZ Datanote: IFO BCI, Germany, March 2025

In one line: Election result and fiscal stimulus boost sentiment.

Melanie Debono (Senior Eurozone Economist)Eurozone

UK Datanote: UK Flash PMIs, March 2025

  • In one line: Solid growth and strong price pressures means the MPC will have to be cautious.

Rob Wood (Chief UK Economist)UK

China+ Datanote: MLF rate, China, March

PBoC prioritising RMB defence over rate cuts, after decent activity data in the first two months

Duncan WrigleyChina+

Global Datanote: Flash PMIs, Germany, March 2025

In one line: Up less than expected but still consistent with a rebound in GDP.

Melanie Debono (Senior Eurozone Economist)Global

EZ Datanote: Flash PMIs, Germany, March 2025

In one line: Up less than expected but still consistent with a rebound in GDP.

Melanie Debono (Senior Eurozone Economist)Eurozone

Global Datanote: Flash PMIs, France, March 2025

In one line: Rebounding but still pointing to downside risks for GDP in Q1.

Melanie Debono (Senior Eurozone Economist)Global

EZ Datanote: Flash PMIs, France, March 2025

In one line: Rebounding but still pointing to downside risks for GDP in Q1.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Advance EC Consumer Confidence, Eurozone, March 2025

In one line: Easing political uncertainty didn’t lift spirits in March. 

Melanie Debono (Senior Eurozone Economist)Eurozone

UK Datanote: U.K. CBI Industrial Trends Survey, March 2025

  • In one line: Trade uncertainty will continue to weigh on manufacturing sentiment and activity.

Elliott Laidman Doak (Senior UK Economist)UK

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Keywords for: Publications

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