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: ZEW, Germany, March 2025

In one line: Up and away; let’s hope the fiscal stimulus package passes today.

Claus Vistesen (Chief Eurozone Economist)Eurozone

PM Datanote: Economic activity index, Brazil, January, 2025

  • In one line: Better, but the overall picture is still one of subpar growth. 

Andrés Abadía (Chief LatAm Economist)Latin America

CHINA+ DATA WRAP 17 March 2025: Government investment rises

China's local governments get the memo on boosting domestic demand
Consumption makes modest improvements, as the trade storm looms

Duncan WrigleyChina+

EM Asia Datanote: WPI, India, February

  • In one line: Blame mainly softer fuel & power deflation; headline disinflation is just around the corner.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: Economic activity index, Brazil, January, 2025

  • In one line: Better, but the overall picture is still one of subpar growth. 

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Trade, Indonesia, February

  • In one line: February export pop isn’t so black and white.

Miguel Chanco (Chief EM Asia Economist)Global

PANTHEON EM ASIA DATA WRAP 17 March 2025

Indonesia’s February export pop isn’t so black and white

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

UK Datanote: UK GDP January 2025

  • In one line:GDP is on track to grow 0.3% quarter-to-quarter in Q1, beating the MPC's forecast.

Rob Wood (Chief UK Economist)UK

PM Datanote: Retail Sales, Brazil, January, 2025

  • In one line: Tight financial conditions remain a drag at the core level.

Andrés Abadía (Chief LatAm Economist)Latin America

China+ Datanote: Money & Credit, February, China

Robust government bond issuance pushes up credit growth, despite lacklustre private sector credit demand

Duncan WrigleyChina+

EZ Datanote: Detailed Inflation, France, February 2025

In one line: Unchanged from initial estimate; will rebound in March. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Detailed Inflation, Germany, February 2025

In one line: Downward revision to HICP rate signals bigger fall in EZ headline in February. 

Melanie Debono (Senior Eurozone Economist)Eurozone

UK Datanote: UK RICS Residential Market Survey, February 2025

  • In one line: Short-term volatility as stamp duty relief ends in April, but house prices will still rise 4% in 2025.

Rob Wood (Chief UK Economist)UK

PM Datanote: Inflation, Brazil, February, 2025

  • In one line: Inflation pressures persist despite economic activity slowing.

Andrés Abadía (Chief LatAm Economist)Latin America

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