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

Global Datanote: Inflation IPCA, Brazil, November, 2025

  • In one line: Inflation under control, opening the door to gradual rate cuts.

PM Datanote: Inflation, Brazil, November, 2025

  • In one line: Inflation under control, opening the door to gradual rate cuts.

EZ Datanote: Industrial Production, Italy, October 2025

In one line: Italian industry will be back on track after stumbling in October. 

UK Datanote: UK Report on Jobs Survey, November 2025

  • In one line: Signs of stubborn wage growth despite weak jobs are widespread.

UK Datanote: Final PMI, November 2025

In one line: Budget circus hits sentiment, which can recover now the event has passed. 

UK Datanote: Construction PMI, November 2025

In one line: Catastrophic PMI saying conditions are as bad as during a full lockdown is hard to take at face value, but risks clearly lie towards output falls now.

UK Datanote: U.K. BRC Retail Sales Monitor, November 2025

  • In one line: Pre-Budget chaos drags on consumer spending.

UK Datanote: U.K. Nationwide House Price Index, November 2025

  • In one line: House price inflation should accelerate slightly now that the Budget is behind us. 

UK Datanote: UK Money & Credit, October 2025

  • In one line: The money and credit data suggests few pre-Budget worries in October.

UK Datanote: UK Car Registrations, November 2025

  • In one line: Holding up well in the face of chaotic Budget speculation through November.

EZ Datanote: Trade Balance, Germany, October 2025

In one line: Rise in surplus propped up by trade with EU partners. 

PANTHEON EM ASIA DATA WRAP 9 December 2025

Negative sales readings in the Philippines are imminent, at this rate

EZ Datanote: Sentix, Eurozone, December 2025

In one line: Ending the year on a slightly more cheerful note. 

CHINA+ DATA WRAP 8 December 2025: Politburo signals urgency to stabilise demand

Politburo signals urgency to stabilise domestic demand
Chinese exports resume solid growth to non-US markets
Japanese wages lifted by bonuses

PM Datanote: US Personal Incomes & Spending / Michigan Consumer Survey

Soft September sets for stage for more consumer weakness in Q4.

PM Datanote: Inflation, Chile, November, 2025

  • In one line: Inflation stays contained, supporting a rate cut this month.
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Keywords for: Publications

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