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

EZ Datanote: Detailed GDP, Germany, Q2 2025

In one line: Germany fared worse than initially expected in Q2.  

China+ Datanote: CPI, Japan, July

In one line: Japan's slowing headline inflation won't shift BoJ's worries about rising food inflation

CHINA+ DATA WRAP 22 August 2025: Japan's headline inflation slows

Japan's slowing headline inflation won't shift BoJ's worries about rising food inflation

UK Datanote: UK Flash PMIs, August 2025

  • In one line: Growth will match the MPC’s expectations in Q3.

PM Datanote: US S&P Global Composite PMI / Existing Home Sales

The rebound in growth implied by the PMI looks too good to be true.

Global Datanote: Flash PMIs, Eurozone, August 2025

In one line: Resilient to the latest rise in US tariffs, despite hit to foreign orders. 

EZ Datanote: Flash PMIs, Eurozone, August 2025

In one line: Resilient to the latest rise in US tariffs, despite hit to foreign orders. 

Global Datanote: Flash PMIs, Germany, August 2025

In one line: Only little signs of a hit from higher US tariffs.  

EZ Datanote: Flash PMIs, Germany, August 2025

In one line: Only little signs of a hit from higher US tariffs.  

PANTHEON EM ASIA DATA WRAP 21 August 2025

India’s flash PMIs for August shrug off Trump’s 50% tariff threat

PM Datanote: US FOMC Minutes, July 2025

July’s weak employment report means inflation worries look overblown.

UK Datanote: UK Official House Price Index, June 2025

  • In one line: House prices are recovering quickly from the stamp duty hike and will continue to rise in H2.

UK Datanote: U.K. Consumer Prices, July 2025

  • In one line: Another hawkish blow to the MPC means no more cuts this year.

EM Asia Datanote: Core IP, India, July

  • In one line: A reassuring and much-needed turn in overall momentum and, especially, in electricity production.

Global Datanote: Bank Indonesia Decision, August 2025

  • In one line: Acting now, while the space to do so comfortably remains available.
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Keywords for: Publications

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