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: Retail Sales, June 2025

  • In one line:Retail sales are trending up solidly.

EM Asia Datanote: Retail Sales, Thailand, May

  • In one line: A—slightly—more credible print; consumption, in reality, slowed further in Q2.

UK Datanote: UK GfK Consumers' Confidence Survey, July 2025

  • In one line: Consumers’ confidence knocked by inflation and tax hike speculation.

UK Datanote: UK Money & Credit, June 2025

  • In one line: Consumers still look set to support GDP growth in H2.

EZ Datanote: Advance inflation, France, July

In one line: No change; we still see the EZ HICP at 1.8% y/y.

Global Datanote: Monetary policy meeting, Brazil, July, 2025

  • In one line: On hold, signalling caution amid heightened uncertainty.

PM Datanote: US Advance GDP, Q2

Underlying growth has slowed sharply since late 2024.

Global Datanote: Advance GDP, US, Q2 2025

  • In one line: Underlying growth has slowed sharply since late 2024.

Global Datanote: Politburo, China, Q2

In one line: China's Q2 Politburo meeting downplays trade risks, focuses on domestic issues like price wars

EZ Datanote: Advance GDP/ESI, EZ, Q2 2025/July 2025

In one line: EZ GDP growth slows from tariff front-running boost in Q1. 

EZ Datanote: Advance GDP, Italy & Germany, Q2 2025

In one line: German and Italian GDP both fall by 0.1% q/q; available data now point to 0.1% increase in EZ GDP. 

PANTHEON EM ASIA DATA WRAP 30 July 2025

Philippine trade was flattered hugely by base effects in June

EZ Datanote: ECB CES, June 2025

In one line: Near-term inflation expectations are easing.

Global Datanote: Industrial Production, India, June

  • In one line: A ten-month low, as consumer sectors continue to broadly weaken.
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Keywords for: Publications

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