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

Global Datanote: Industrial Production, India, February 2026

  • In one line: Likely as good as we’ll get in H1, if not 2026 at large.

EZ Datanote: State CPIs, Germany, March 2026

In one line: German inflation on track to overshoot the consensus today, slightly. 

EZ Datanote: Retail Sales, Spain, February 2026

In one line: Fiscal support isn’t going to save Spanish consumer spending in H1.

PANTHEON EM ASIA DATA WRAP 27 March 2026

Two-way trade in the Philippines was picking up steam before the war

PM Datanote: Inflation IPCA-15, Brazil, March, 2026

  • In one line: Disinflation remains intact, but the oil shock has materially increased upside risk.

EZ Datanote: ISTAT Business Confidence, Italy, March 2026

In one line: Households already rattled by energy shock; industry yet to report feeling jittery.  

EZ Datanote: INSEE Business & Consumer Confidence, France, March 2026

In one line: Relatively stable, but consistent with downside risk to growth. 

EZ Datanote: GfK Consumer Confidence, Germany, April 2026

In one line: Stung by sharp declines in income, and overall, expectations. 

PM Datanote: BCCh Rate Decision, Chile, March, 2026

  • In one line: Rates on hold, policy turns cautious after Middle East oil shock.

PM Datanote: US S&P Global Composite PMI, March 2026

Energy shock adding to the headwinds for growth and employment.

Global Datanote: Bi-weekly CPI and EAI, Mexico, March/January, 2026

  • In one line: Inflation surprised to the upside, while activity weakened sharply at the start of the year.

PM Datanote: Bi-weekly CPI and Economic activity index, Mexico, March/January, 2026

  • In one line: Inflation surprised to the upside, while activity weakened sharply at the start of the year.

EM Asia Datanote: Customs Trade, Thailand, February 2026

  • In one line: Fundamental downward pressure on the THB is building rapidly.
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Keywords for: Publications

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