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: Bangko Sentral ng Pilipinas Decision

  • In one line: Easing back on; three more cuts to go, from our vantage point.

EM Asia Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: Easing back on; three more cuts to go, from our vantage point.

Global Datanote: Reserve Bank of India Decision

  • In one line: Expect at least two more consecutive 25bp cuts.

PANTHEON EM ASIA DATA WRAP 9 April 2025

Expect at least two more consecutive 25bp cuts from the RBI

Global Datanote: CPI, Indonesia, March

  • In one line: Short-lived, policy-induced deflation is over.

PANTHEON EM ASIA DATA WRAP 8 April 2025

Short-lived, policy-induced deflation in Indonesia is over
How high can Philippine sales go before they hit a ceiling?

EZ Datanote: Retail Sales, EZ, February 2025

In one line: Rebounding as expected; will global trade war hurt consumers? 

EZ Datanote: Industrial Production & Trade, Germany, February

In one line: German industry likely had a great Q1, but what awaits in Q2? 

CHINA+ DATA WRAP 7 April 2025: China's reserves ex valuation effects fell

China's foreign reserves excluding valuation effects fell
Japan's real wage decline hurts consumption

Global Datanote: Employment, US, March 2025

Healthcare driving payroll growth again; ongoing support will offset some tariff damage.

PM Datanote: US Employment, March

Healthcare driving payroll growth again; ongoing support will offset some tariff damage.

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Keywords for: Publications

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