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 Industrial Production, April

Recent resilience unlikely to last beyond the summer.

PM Datanote: US PPI, April

Pointing to a mere 0.12% rise in the core PCE deflator, and margin pressure for distributors.

EZ Datanote: Trade, EZ, March 2025

In one line: A new record high, thanks to tariff front-running by US firms.

PANTHEON EM ASIA DATA WRAP 16 May 2025

Don’t panic about the continued ballooning of India’s trade deficit

UK Datanote: UK International Trade, March 2025

  • In one line: Small boost from tariff-front running, which likely continued as President Trump pushed back reciprocal tariffs by 90-days.

UK Datanote: UK GDP March 2025

  • In one line:Fading consumer caution will keep GDP ticking along.

PM Datanote: Retail Sales, Brazil, March, 2025

  • In one line: Retail finishes Q1 strongly, but headwinds still limit momentum.

EZ Datanote: Final Inflation, France, April 2025

In one line: The core remains soft, but surveys point to upside risks. 

PANTHEON EM ASIA DATA WRAP 14 May 2025

A larger-than-expected Ramadan bump in Indonesian sales that isn’t expected to last

UK Datanote: UK Labour Market Data, March / April 2025

  • In one line: Gradually easing labour market justifies further gradual rate cuts.

UK Datanote: U.K. BRC Retail Sales Monitor, April 2025

  • In one line: Easter distorts the BRC, but look through that and retail sales volumes are still rising strongly.

UK Datanote: UK Report on Jobs Survey, April 2025

  • In one line: Job and pay growth improve slightly as payroll tax drag eases, but the MPC downplay the REC now.

Global Datanote: CPI, India, April

  • In one line: More food disinflation to come in May; the 2025 consensus remains far too high.

EM Asia Datanote: CPI, India, April

  • In one line: More food disinflation to come in May; the 2025 consensus remains far too high.
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Keywords for: Publications

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