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.

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Datanotes

PM Datanote: US CPI, April 2026

Boosted by several one-time jumps; momentum to fade this summer.

Global Datanote: CPI, US, April 2026

  • In one line: Boosted by several one-time jumps; momentum to fade this summer.

PM Datanote: US NFIB Small Business Survey, April 2026

Still painting a subdued picture of the main street economy.

Global Datanote: CPI, India, April 2026

  • In one line: Food price pressures at the margin are collapsing.

EM Asia Datanote: CPI, India, April 2026

  • In one line: Food price pressures at the margin are collapsing.

CHINA+ DATA WRAP 12 May 2026: Japan's household spending slows

In one line: People curbed spending in response to fuel price hikes in March

PANTHEON EM ASIA DATA WRAP 12 May 2026

Sales growth is souring in Indonesia, for a handful of reasons

CN Datanote: Exports, China, March

In one line: China trade surplus hit by soft exports and hi-tech driven imports

PM Datanote: BoK Decision, Korea, April

In one line: BoK stays put, leaving canvas blank for incoming Shin amid war-induced growth and inflation risks.

PM Datanote: Wages, Japan, February

In one line: Japan’s solid wage growth beats expectations, supporting an April’s BoJ hike.

PM Datanote: Whole Economy PMI, Hong Kong, March

In one line: Hong Kong PMI falls below 50 for first time since August 2025 amid war uncertainty in the Middle East

PM Datanote: RatingDog Services PMI, China, March

In one line: China’s RatingDog services PMI cools on payback effect, wither employment softening

PM Datanote: US Existing Home Sales, April 2026

Stagnant, with no positive catalyst immediately in sight.

PM Datanote: Exports, Korea, March

In one line: Korea exports surge on higher chip prices and post-LNY boost;  the BoK turns cautious 

CN Datanote: CPI, China, March

In one line: China CPI: Post LNY decline less pronounced as energy contribution rises 

CN Datanote: PPI, China, March

In one line: China ends 41-month of PPI deflation as war-driven energy spike lifts prices

CN Datanote: PPI, China, April

In one line: China’s PPI jumps on energy shock as war-driven reflation accelerates

CN Datanote: CPI, China, April

In one line: China’s CPI surprises to the upside as energy inflation accelerates in April

CN Datanote: Exports, China, April

In one line: China trade surplus rebounds as tech demand outweighs war-driven energy shock

CN Datanote: Foreign Reserves, China, April

In one line: China’s reverse jump in reserves reflects changes in market risk appetite

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Keywords for: Publications

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