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: UK GDP October 2025

  • In one line:Some of the downside was noise and will unwind, but GDP will now do well to rise 0.1% quarter-to-quarter in Q4.

UK Datanote: UK International Trade, October 2025

  • In one line: The trade balance should improve in November as erratic falls unwind and goods exports rise.

UK Datanote: UK Bank of England Inflation Attitudes Survey, Q4 2025

  • In one line: Small fall in inflation expectations helps the case for a rate cut next week.

PM Datanote: US Retail Sales, October 2025

October's strength in control sales looks unlikely to last.

PM Datanote: US Employment, November 2025

Lackluster, but not alarming enough for a January easing.

Global Datanote: Employment, US, November 2025

In one line: Lackluster, but not alarming enough for a January easing.

EZ Datanote: ZEW, Germany, November 2025 & Trade Balance, EZ, October 2025

In one line: Pointing to upside risks to our call for French GDP to fall in Q4. 

EZ Datanote: Flash PMIs, France, December 2025

In one line: Pointing to upside risks to our call for French GDP to fall in Q4. 

Global Datanote: Flash PMIs, France, December 2025

In one line: Pointing to upside risks to our call for French GDP to fall in Q4. 

China+ Datanote: Flash Manufacturing PMI, Japan, December

In one line: Reviving manufacturing activity but mounting cost pressures

CHINA+ DATA WRAP 16 December 2025: Japan's flash PMIs

 Japan's flash PMIs find reviving manufacturing activity but mounting cost pressures

EM Asia Datanote: Trade, India, November 2025

  • In one line: Historic leap in gold imports in October unwinds dramatically.
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Keywords for: Publications

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