Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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: ISM Manufacturing Survey, US, April, 2025

  • In one line: Headline index steady in April; but a lot of pain lies ahead.

Samuel TombsGlobal

PM Datanote: US ISM Manufacturing Survey, April

Headline index steady in April; but a lot of pain lies ahead.

Samuel TombsUS

PM Datanote: US Advance Goods Trade, March

Trade and inventories data leave a negative Q1 GDP print looking far more likely.

Oliver Allen (Senior US Economist)US

China+ Datanote: BoJ Policy Decision, Japan, May

BoJ's newly bearish tone on inflation risks supports our view that rate hikes are on hold this year

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 May 2025: BoJ adopts bearish inflation outlook

BoJ's newly bearish tone on inflation risks supports our view that rate hikes are on hold this year

Duncan WrigleyChina+

PM Datanote: BanRep Announcement, Colombia, April, 2025

  • In one line: Surprise rate cut signals cautious support for the recovery.

Andrés Abadía (Chief LatAm Economist)Latin America

Global Datanote: BanRep Announcement, Colombia, April, 2025

  • In one line: Surprise rate cut signals cautious support for the recovery.

Andrés Abadía (Chief LatAm Economist)Global

UK Datanote: U.K. Nationwide House Prices, April 2025

  • In one line: House prices fall in April as the rush to beat stamp duty increases unwinds, they will rise in H2.

Rob Wood (Chief UK Economist)UK

PM Datanote: US Personal Income & Spending / Pending Home Sales

Growth in services spending has slowed only modestly, but a sharper decline lies ahead.

Samuel TombsUS

Global Datanote: Advance GDP, US, Q1, 2025

  • In one line: Tariffs distort the numbers, but underlying growth was already slowing in Q1

Oliver Allen (Senior US Economist)Global

PM Datanote: US Advance GDP, Q1

Tariffs distort the numbers, but underlying growth was already slowing in Q1.

Oliver Allen (Senior US Economist)US

PM Datanote: US ECI / ADP Employment

The downshift in labor cost inflation will resume, soon.

Samuel TombsUS

PM Datanote: US ECI / ADP Employment

The downshift in labor cost inflation will resume, soon.

Samuel TombsUS

EZ Datanote: Advance GDP, EZ, Q1 2025

In one line: GDP growth pick up in Q1 will prove short-lived as trade uncertainty hits. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: State CPIs & Unemployment, Germany, April/March 2025

In one line: Germany CPI looks softer than we anticipated, but core inflation rose. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

Global Datanote: Advance GDP, Mexico, Q1, 2025

  • In one line: Agricultural rebound masks broad-based weakness.

Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: Advance GDP, Mexico, Q1, 2025

  • In one line: Agricultural rebound masks broad-based weakness.

Andrés Abadía (Chief LatAm Economist)Latin America

PM Datanote: Industrial Production and Retail Sales, Chile, March, 2025

  • In one line: Consumption resilient amid headwinds, but confidence wavers as external risks build.

Andrés Abadía (Chief LatAm Economist)Latin America

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Region

Filter by Publication Type

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters
 

Sign up for your complimentary trial

To start your complimentary trial, highlight the areas you are interested in subscribing to and click next.

United States

Eurozone

United Kingdom

China +

Emerging Asia

Latin America

Next

 
Consistently Right
Access Key Enabled Navigation
Keywords for: Publications

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