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

PM Datanote: Inflation, Chile, April, 2026

  • In one line: Inflation jumped on fuel prices, but underlying pressures remained contained.

EZ Datanote: Industrial Production, Spain, March 2026

In one line: In one line: A strong end to Q1, but the quarter was poor all the same.

EZ Datanote: Industrial Production & Trade Balance, Germany, March 2026

In one line: Output is undershooting leading indicators; net trade boosted Q1 GDP growth.

PM Datanote: Industrial Production, Brazil, March, 2026

  • In one line: Industrial activity continues to recover, but momentum remains fragile.

Global Datanote: CPI, Mexico, April, 2026

  • In one line: Core inflation remains sticky, keeping Banxico cautious.

PM Datanote: CPI, Mexico, April, 2026

  • In one line: Core inflation remains sticky, keeping Banxico cautious.

PANTHEON EM ASIA DATA WRAP 7 May 2026

The main reason why the BSP should be reluctant to hike further

PANTHEON EM ASIA DATA WRAP 6 May 2026

Iran war ’saves’ Thailand from prolonged deflation
Already signs of an inflation squeeze on Philippine sales

PM Datanote: US JOLTS / ISM Services Survey

Labor demand still trending down, implying March payrolls jump was just a blip.

EZ Datanote: Inflation, Switzerland, April 2026

In one line: SNB to stand pat through 2026 as the economy faces stagflation.  

PANTHEON EM ASIA DATA WRAP 5 May 2026

Indonesia’s sturdy Q1 GDP is only skin-deep
ASEAN manufacturing continues to lose steam
Another BSP rate hike now seems likely, however misguided
Singapore's March retail sales doesn't look as good as it does under the surface

PM Datanote: US New Home Sales, February/March 2026

Soft sales and high inventory point to price cuts and a drop in housing starts.

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Keywords for: Publications

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