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: CPI, Japan, June

In one line: Japan's headline consumer inflation slows after energy subsidies restart; upper house election poses JGB risks

CHINA+ DATA WRAP 18 July 2025: Japan's headline consumer inflation slows

Japan's headline consumer inflation slows after energy subsidies restart
upper house election poses JGB risks

PM Datanote: US Weekly Jobless Claims, July 12

Low simply because auto plant shutdowns have been less prevalent than usual.

PM Datanote: US Retail Sales, June

Sales growth less impressive in real terms; consumer slowdown continues.

Global Datanote: Final Inflation, Eurozone, June 2025

In one line: Still on track to hand the ECB a 25bp rate cut in September. 

EZ Datanote: Final Inflation, Eurozone, June 2025

In one line: Still on track to hand the ECB a 25bp rate cut in September. 

PM Datanote: US PPI, June

Services disinflation is partly countering the tariff uplift to goods prices.

Global Datanote: Exports, China, June 2025

In one line: Better external sector performance likely to support Q2 GDP due tomorrow

China+ Datanote: Exports, China, June

In one line: Better external sector performance likely to support Q2 GDP due tomorrow.

China+ Datanote: BoK Decision, Korea, July

In one line: BoK hold rates in July, keeping an eye on trade developments and overheating property market in Seoul.

China+ Datanote: FX Reserves, China, June

In one line: China’s FX reserves rebounded in June on currency and bond revaluation gains.

China+ Datanote: Wages, Japan, May

In one line : Japanese wage growth is not as weak as it looks, the wage slump was mostly about bonuses.

China+ Datanote: Caixin Services PMI, China, June

In one line: China’s services momentum cools amid property drag and post-holiday blues; Caixin composite PMI signals softer Q2 GDP.

Global Datanote: Flash Manufacturing PMI, Japan, June

In one line: Japan's manufacturing PMI rebound on stockpiling activity, but domestic demand softens

Global Datanote: 20 Day Exports, Korea, June

In one line: Korea's 20-day exports rebound in June on front loading ahead of reprieve expiry

Global Datanote: Bank Indonesia Decision

  • In one line: Surprise, surprise… at least two more 25bp cuts to come by year-end.

EM Asia Datanote: Bank Indonesia Decision

  • In one line: Surprise, surprise… at least two more 25bp cuts to come by year-end.

PM Datanote: US CPI, June

A knock-out punch to the tariff inflation deniers.

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Keywords for: Publications

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