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: Economic activity index, Mexico, August, 2025

  • In one line: Uneven performance, but risks remain tilted to the downside.

PM Datanote: Economic activity index, Mexico, August, 2025

  • In one line: Uneven performance, but risks remain tilted to the downside.

Global Datanote: Bank Indonesia Decision, October 2025

  • In one line: Another month, another surprise… this time for a pause, as the Board adopts wait-and-see.

EM Asia Datanote: Bank Indonesia Decision, October 2025

  • In one line: Another month, another surprise… this time for a pause, as the Board adopts wait-and-see.

UK Datanote: UK International Trade, August 2025

  • In one line: The trade deficit is trending sideways as gas prices keep import costs elevated.

UK Datanote: UK GDP August 2025

  • In one line:Growth runs close to potential, limiting the emergence of spare capacity.

UK Datanote: UK Public Finances, September 2025

  • In one line:Borrowing overshoot shrinks but the Chancellor still has to raise taxes or cut spending by at least £25B.

EZ Datanote: Construction, Eurozone, August 2025

In one line: Significant back revisions mean Q3 was likely better than Q2. 

PANTHEON EM ASIA DATA WRAP 17 October 2025

Rebound in mining and quarrying boosts Malaysia’s Q3 GDP past expectations
Export growth accelerates to one of the fastest rates this year

EZ Datanote: Trade Balance, Eurozone, August 2025

In one line: Narrowing further; drag from goods trade on GDP eased in Q3.

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

  • In one line: A modest improvement, but risks remain biased to the downside.

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

  • In one line: A modest improvement, but risks remain biased to the downside.

EM Asia Datanote: Trade, India, September 2025

  • In one line: Blame yet another sudden spike in gold imports, though exports aren’t helping either.
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Keywords for: Publications

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