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

CHINA+ DATA WRAP 16 June 2026: China's domestic demand spluttering

In one line: Retail sales weakened further; FAI data plagued by falsification issues again; Industrial output supported by exports

Duncan WrigleyChina+

EM Asia Datanote: Trade, India, May 2026

  • In one line: Demand from the Middle East continues to normalise; oil boost to imports will eventually correct.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: WPI, India, May 2026

  • In one line: June should mark the peak before a precipitous collapse in H2.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

UK Datanote: UK Bank of England Inflation Attitudes Survey, Q2 2026

  • In one line: Inflation expectations show waning faith in the MPC’s ability to hit 2% inflation.
Elliott Laidman Doak (Senior UK Economist)UK

UK Datanote: U.K. BRC Retail Sales Monitor, May 2026

  • In one line: Consumer spending growth has slowed only a little since the Iran war started.
Rob Wood (Chief UK Economist)UK

UK Datanote: UK RICS Residential Market Survey, May 2026

  • In one line: Political drama likely weighed on the RICS in May, but underlying activity remains weak.
Rob Wood (Chief UK Economist)UK

UK Datanote: UK GDP April 2026

  • In one line: GDP still on track to grow 0.2% quarter-to-quarter in Q2, despite unwinding fuel hoarding and a doctor's strike cutting output in April.
Rob Wood (Chief UK Economist)UK

UK Datanote: UK International Trade, April 2026

  • In one line: High energy costs begin to feed through to core import price inflation.
Rob Wood (Chief UK Economist)UK

Global Datanote: CPI, India, May 2026

  • In one line: Mean-reversion up in food inflation should now start to plateau. 
Miguel Chanco (Chief EM Asia Economist)Global

EM Asia Datanote: CPI, India, May 2026

  • In one line: Mean-reversion up in food inflation should now start to plateau. 
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 12 June 2026

Malaysian spending feels the impact of the Middle East shock

Meekita Gupta (Asia Economist)Emerging Asia

Global Datanote: Brazil, CPI, May 2026

  • In one line: Food and utilities keep inflation elevated.
Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: Inflation IPCA, Brazil, May, 2026

  • In one line: Food and utilities keep inflation elevated.
Andrés Abadía (Chief LatAm Economist)Latin America

Global Datanote: BCRP Rate Decision, Peru, June, 2026

  • In one line: Inflation improves, but the balance of risks remains hawkish.
Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: BCRP Rate Decision, Peru, June, 2026

  • In one line: Inflation improves, but the balance of risks remains hawkish.
Andrés Abadía (Chief LatAm Economist)Latin America

EZ Datanote: ECB Press Conference, June 2026

In one line: The ECB will hike again, but when? 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: ECB Rate Decision, June 2026

In one line: As expected, and further tightening is likely. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

PANTHEON EM ASIA DATA WRAP 11 June 2026

War hit to Indonesian retail sales is here, and we've likely not seen the worst of it

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EZ Datanote: Industrial Production, Italy, April 2026

In one line: Boosted once again by capital goods. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

Global Datanote: Mexico, CPI, May 2026

  • In one line: Inflation eased in May, but persistent services inflation will keep Banxico cautious.
Andrés Abadía (Chief LatAm Economist)Global
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independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence