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: US Employment, July 2025

Revisions reveal a sharp slowdown; September easing incoming.

Global Datanote: Economic activity index, Chile, June, 2025

  • In one line: Mining volatility drags on Q2, but growth outlook holds firm.

PM Datanote: Economic activity index, Chile, June, 2025

  • In one line: Mining volatility drags on Q2, but growth outlook holds firm.

EZ Datanote: Advance Inflation, Eurozone, July 2025

In one line: A blow for ECB doves and September rate cut hopes. 

UK Datanote: UK Final Manufacturing PMI, July 2025

  • In one line: Manufacturing activity should gradually recover as tariff-uncertainty fades.

Global Datanote: CPI, Indonesia, July 2025

  • In one line: Discount the base effects lifting food inflation; the headline should now stabilise.

Global Datanote: Manufacturing PMI, ASEAN, July

  • In one line: Early US trade deals in July help ASEAN manufacturing find its feet, for now.

PANTHEON EM ASIA DATA WRAP 1 August 2025

Early US trade deals in July help ASEAN manufacturing find its feet, for now
Indonesian export growth is in for a weaker H2
Discount the base effects lifting Indonesian food inflation; the headline should now stabilise

Global Datanote: Caixin Manufacturing PMI, China, July

In one line: China’s manufacturing sector rocked by trade uncertainty

CHINA+ DATA WRAP 1 August 2025: Caixin PMI reports falling export orders

Caixin PMI reports falling export orders
Korean exports hold up thanks to front-loading, but domestic demand sags

PM Datanote: US Personal Incomes & Spending, June 2025

Core inflation set to climb further as spending barely grows.

EZ Datanote: Advance Inflation, Germany, July 2025

In one line: EZ inflation in July was not the dovish slam dunk we were expecting.

PM Datanote: Unemployment rate, Brazil, June, 2025

  • In one line: Labour market still strong, but momentum set to fade.
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Keywords for: Publications

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