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: Second Estimate of Q4 GDP, Employment and Trade, Eurozone

In one line: Decent growth confirmed, but risks tilted towards a downward revision in the third estimate. 

EZ Datanote: Inflation, Switzerland, January 2026

In one line: Inflation holds steady; SNB will stand pat even if inflation falls below zero for a few months. 

Global Datanote: Inflation, Switzerland, January 2026

In one line: Inflation holds steady; SNB will stand pat even if inflation falls below zero for a few months. 

CHINA+ DATA WRAP 13 February 2026: Hints of a coming property policy shift

In one line: Hints of shifting property market policy, as prices extend their decline

Global Datanote: CPI, India, January 2026

  • In one line: Holding judgement, for now, as we await more details; but downside risks to 2026 forecast.

EM Asia Datanote: CPI, India, January 2026

  • In one line: Holding judgement, for now, as we await more details; but downside risks to 2026 forecast.

Global Datanote: Employment, US, January, 2026

  • In one line: Above trend due to mild weather and a blip in healthcare jobs.

PM Datanote: US Employment, January 2026

Above trend due to mild weather and a blip in healthcare jobs.

EZ Datanote: Industrial Production, Italy, December 2025

In one line: Decline in December was not as bad as in the rest of the big four. 

PM Datanote: US Retail Sales, December 2025

Weak underlying sales probably a sign of what's to come.

PANTHEON EM ASIA DATA WRAP 10 February 2026

Indonesian retail sales took a—likely temporary—breather at the end of 2025
Price effects flatter Malaysian retail sales growth in December

CHINA+ DATA WRAP 9 February 2026: Japan's regular pay growth steady

In one line: Japan's regular pay growth steady, as PM Takaichi secures resounding election win

EZ Datanote: Industrial Production & Trade Balance, Germany, December 2025

In one line: Production stung by falling auto output, but still managed a decent Q4. 

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Keywords for: Publications

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