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

CHINA+ DATA WRAP 15 July 2025: China's real GDP steady, with steeper deflation

China's steadyish Q2 real GDP growth boosted by intensifying deflation; nominal growth lowest since Q4 2022

Global Datanote: CPI, India, June

  • In one line: Outright food deflation is here, as predicted.

EM Asia Datanote: CPI, India, June

  • In one line: Outright food deflation is here, as predicted.

EM Asia Datanote: WPI, India, June

  • In one line: Modest, on-and-off deflation looks set to be the theme for H2.

PM Datanote: Industrial Production, Mexico, May, 2025

  • In one line: Industrial sector stabilises, but outlook remains weak. 

EZ Datanote: Final Inflation, Germany, June 2025

In one line: At target, and risks tilted to the downside over the summer. 

PM Datanote: US FOMC Minutes, June 18 Meeting

Committee is more clearly split; weaker labor market to tip the balance by September.

Global Datanote: CPI, Mexico, June, 2025

  • In one line: Core pressures lingering, but disinflation resumes.

PM Datanote: CPI, Mexico, June, 2025

  • In one line: Core pressures lingering, but disinflation resumes.

Global Datanote: PPI, China, June 2025

  • In one line: Producer deflation worsens due to weather hitting construction, a jump in renewable energy generation and trade frictions

PANTHEON EM ASIA DATA WRAP 9 July 2025

Indonesian sales remain tepid, at best… stimulus ‘pop’ looking small

CHINA+ DATA WRAP 9 July 2025: China's producer deflation worsens

China's worsening producer deflation mainly due to bad weather
Low core consumer inflation reflects weak demand

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Keywords for: Publications

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