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: Industrial Production & Trade Balance, Germany, December 2025

In one line: Production stung by falling auto output, but still managed a decent Q4. 

PANTHEON EM ASIA DATA WRAP 6 February 2026

The RBI’s likely long pause is here
Don’t buy Vietnam’s Tet-distorted January trade headlines
A more than decent start to 2026 for retail sales in Vietnam
Huge healthcare hike in January last year drops out of Vietnamese inflation
Nascent signs of a recovery in Philippine sales

UK Datanote: UK MPC Decision and Minutes, February 2026

  • In one line: Dovish vote and minutes make March close call and signal a desire to cut twice this year at least. 

UK Datanote: Construction PMI, January 2026

  • In one line: Construction activity to grind only modestly higher as tailwinds dissipate.

UK Datanote: UK Car Registrations, January 2026

  • In one line: Autos registrations will continue to rise slowly over the coming year.

UK Datanote: UK Final Services and Composite PMI, January 2026

  • In one line: Rebounding growth as uncertainty falls and stubborn price pressures point to just one Bank Rate cut this year.

UK Datanote: UK Final Manufacturing PMI, January 2026

  • In one line: Manufacturing activity can rise at a steady rate in 2026.

UK Datanote: UK Money & Credit, December 2025

  • In one line: More downbeat money and credit data, but good enough to signal economic growth close to potential.

EZ Datanote: Retail Sales, Eurozone, December 2025

In one line: Down in December, but Q4 was still better than Q3. 

EM Asia Datanote: CPI, Taiwan, January 2026

  • In one line: Big disinflation surprise, due to Lunar New Year noise.

EZ Datanote: Construction PMIs, Eurozone, January 2026

In one line: Reverses year-end gains, price pressures intensify. 

EZ Datanote: Factory Orders, Germany, December 2025

In one line: Momentum is building, but running well ahead of the survey data.

PANTHEON EM ASIA DATA WRAP 5 February 2026

Indonesia’s dream of 6% for 2026 could become reality
Thai deflation now looks set to stick around until mid-year
Philippine inflation is back in the BSP’s range; still expecting a February cut

Global Datanote: Advance Inflation, Eurozone, January 2026

In one line: The dovish pressure to remain on the ECB going into the March forecasts. 

CHINA+ DATA WRAP 4 February 2026: RatingDog services PMI posts a modest gain

In one line: China's RatingDog services PMI posts a modest gain, largely reflecting pre-holiday seasonality

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Keywords for: Publications

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