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

UK Datanote: Bank of England Credit Conditions, Q4 2025

  • In one line: Loosening credit availability will help growth and falling secured credit defaults point to limited household distress.

UK Datanote: UK International Trade, November 2025

  • In one line: The headline trade balance will improve as falls in erratic components unwind.

UK Datanote: UK GDP November 2025

  • In one line:November flattered by unwinding hit to autos, but growth is still on track to beat the MPC's call in Q4.

UK Datanote: UK RICS Residential Market Survey, December 2025

  • In one line: The housing market is primed for a recovery in 2026.

EZ Datanote: Full-year GDP, Germany, 2025

In one line: Back to growth; reversal of net trade drag a big upside risk to 2026 growth. 

Global Datanote: Full-year GDP, Germany, 2025

In one line: Back to growth; reversal of net trade drag a big upside risk to 2026 growth. 

EZ Datanote: Final Inflation, France, December 2025

In one line: One more decline coming in January before a rebound. 

Global Datanote: Final Inflation, France, December 2025

In one line: One more decline coming in January before a rebound. 

PANTHEON EM ASIA DATA WRAP 14 January 2026

More confirmation that food price pressures are coming back in India

Global Datanote: CPI, US, December 2025

In one line: Muted rebound in core goods prices suggests tariff pass-through is slowing.

PM Datanote: US CPI, December 2025

Muted rebound in core goods prices suggests tariff pass-through is slowing.

PANTHEON EM ASIA DATA WRAP 12 January 2026

Recovering sales growth in Indonesia hiding big holes under the surface

PM Datanote: US Employment, December 2025

Still weak enough to sustain the pressure for more Fed easing.

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Keywords for: Publications

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