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 Weekly Jobless Claims, April 19

No preemptive layoffs by tariff-afflicted firms, but cuts are likely when sales struggle.

EZ Datanote: INSEE Business Confidence, France, April

In one line: French industry intends to make hay while the sun is still shining.

China+ Datanote: Tokyo CPI, Japan, April

The BoJ won't be moved by the jump Tokyo headline inflation due to a statistical quirk

CHINA+ DATA WRAP 25 April 2025: Tokyo inflation jump due to statistical quirk

The BoJ won't be moved by the jump Tokyo headline inflation due to a statistical quirk

PANTHEON EM ASIA DATA WRAP 25 April 2025

Bigger US front-loading drives Thai export growth to a 3-year high

EZ Datanote: IFO, Germany, April 2025

In one line: Lifted by tariff front-running, still pointing to downside risks to growth. 

EZ Datanote: INSEE Consumer Confidence, France, April

In one line: Resilient, but labour market prospects remain difficult.

PM Datanote: US S&P Global Composite PMI, April

Slowing, not careering towards recession.

PM Datanote: Mexico, Retail Sales, February, 2025

  • In one line: Retail momentum softens in February after January’s rebound.

China+ Datanote: Flash PMI, Japan, April

Export orders plunge amid tariff chaos

EZ Datanote: Trade & construction, EZ, February 2025

In one line: Don’t show Donald Trump the trade charts; Construction down but still defied surveys in Q1

Global Datanote: Flash PMIs, Germany, April 2025

In one line: As in France, domestic demand is rattled by tariff concerns and PMI shows clear signs of tariff front-running.

EZ Datanote: Flash PMIs, Germany, April 2025

In one line: As in France, domestic demand is rattled by tariff concerns and PMI shows clear signs of tariff front-running.

Global Datanote: Flash PMIs, France, April 2025

In one line: Fastest fall in demand for services since Covid pulls down the headline.

EZ Datanote: Flash PMIs, France, April 2025

In one line: Fastest fall in demand for services since Covid pulls down the headline.

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Keywords for: Publications

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