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

PANTHEON EM ASIA DATA WRAP 24 July 2025

PMIs indicate a decent start to Q3 for India’s economy
US front-loading in Thailand is still going strong

Global Datanote: Flash manufacturing PMI, Japan, July

In one line: manufacturing index slammed by falling output; July should be low point after US-Japan trade deal

CHINA+ DATA WRAP 24 July 2025: Japan's PMI should improve after deal

Japan's weak manufacturing PMI should rise after US-Japan trade deal

Services activity rose

EZ Datanote: GfK Consumer Confidence, Germany, August 2025

In one line: Income expectations are firming, but so are saving intentions.

PM Datanote: US Existing Home Sales, June

Weak demand and recovering supply are putting pressure on prices.

EZ Datanote: ECB BLS, EZ, Q2 2025

In one line: Lending standards still tight while demand for loans is rising. 

UK Datanote: UK Public Finances, June 2025

  • In one line:Autumn tax hikes are likely and will probably be backloaded.

EM Asia Datanote: Core Industries, India, June

  • In one line: A skin-deep reprieve, if at all, from waning underlying momentum.

PM Datanote: US Housing Starts, June

The underlying trend in residential construction is flat and likely to turn lower.

PM Datanote: US Michigan Sentiment Survey, July

Hard to trust given the rock-bottom response rate.

UK Datanote: UK Labour Market Data, May / June 2025

  • In one line: Jobs falls are easing and pay growth is far too high to deliver 2% inflation, but the MPC seems keen to cut anyway.

UK Datanote: UK Official House Price Index, May 2025

  • In one line: Prices will keep gaining as stamp duty disruption has further to unwind.

UK Datanote: U.K. Consumer Prices, June 2025

  • In one line: Inflation is proving sticky, with most of June's acceleration looking genuine.

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

  • In one line: A huge bounce in official retail sales is coming in June as seasonal distortions unwind.

UK Datanote: UK Report on Jobs Survey, June 2025

  • In one line: Potential future tax hikes hit hiring sentiment, but wage growth is slowing only gradually.

UK Datanote: UK RICS Residential Market Survey, June 2024

  • In one line: Recovering as the Stamp Duty disruption fades

EZ Datanote: Construction, Eurozone, May 2025

In one line: Down, but big revision to the April data suggests Q2 was good.

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Keywords for: Publications

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