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: Official Manufacturing PMI, China, July

In one line: China PMI signals weakening manufacturing momentum at the start of H2; policy support likely ahead

Global Datanote: Loan Prime Rates, China, July

In one line: China keeps LPR unchanged, further easing expected in the second half of 2025

Global Datanote: 20-Day Exports, Korea, July

In one line: Korea’s early export data remains sturdy on WDA basis amid US trade uncertainty 

China+ Datanote: Foreign Reserves, China, July

In one line: China’s FX reserves dip on stronger dollar and bond loses in July.

China+ Datanote: Exports, China, July

In one line: China’s monthly export momentum fades in July; pharma shipments surged while rare-earth exports rebound.

China+ Datanote: Wages, Japan, June

In one line : Japan’s nominal wage growth remains sturdy amid trade headwinds, but real wages stay deeply negative.

China+ Datanote: BoJ Decision, Japan, July

In one line: BoJ stands pat today, nudges up its inflation forecast; Ueda dovish at presser 

China+ Datanote: Official Non-Manufacturing PMI, China, July

In one line: NBS non-manufacturing PMI dragged down by construction activity in July.

China+ Datanote: Official Manufacturing PMI, China, July

In one line: China PMI signals weakening manufacturing momentum at the start of H2; policy support likely ahead

China+ Datanote: Industrial Profits, China, June

In one line: China’s industrial profits slid further in June, weighed down by oversupply, weak demand and excessive competition.

China+ Datanote: Loan Prime Rates, China, July

In one line: China keeps LPR unchanged, further easing expected in the second half of 2025

China+ Datanote: 20-Day Exports, Korea, July

In one line: Korea’s early export data remains sturdy on WDA basis amid US trade uncertainty 

China+ Datanote: Exports, Japan, June

In one line: Japan’s exports slip unexpectedly in June, raising risk of a technical recession

PM Datanote: Retail Sales, Brazil, June, 2025

  • In one line: Sales stumble again as financial headwinds intensify.

UK Datanote: UK Report on Jobs Survey, July 2025

  • In one line: The REC improves in July but signals the jobs market remains weak.

UK Datanote: Bank of England Decision Maker Panel, July 2025

  • In one line: Stubborn wage and price pressure despite falling employment suggests a cautious MPC.

UK Datanote: UK MPC Decision and Minutes, August 2025

  • In one line: We’re comfortable assuming the MPC on hold for the rest of this year after hawkish guidance changes and vote. 

UK Datanote: U.K. BRC Retail Sales Monitor, July 2025

  • In one line: Official retail sales will rise at a healthy clip in July.

UK Datanote: UK Labour Market Data, June / July 2025

  • In one line: A stabilising labour market and elevated pay growth constrain the MPC.
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Keywords for: Publications

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