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

PM Datanote: US JOLTS, March

The post-election pick-up in labor demand has fully unwound.

Samuel TombsUS

EZ Datanote: ESI, EZ, April 2025

In one line: Down but pointing to higher inflation expectations.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: ISTAT Confidence, Italy, April 2025

In one line: Business sentiment sours on pessimism in services.  

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Money Supply & ECB Inflation Expectations, March 2025

In one line: EZ inflation expectations jumped on the eve of the tariff shock. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance GDP, Spain, Q1 2025 & Advance Inflation, Spain, April 2025

In one line: Growth slowed but remained solid; Inflation comes in below expectations.

Melanie Debono (Senior Eurozone Economist)Eurozone

UK Datanote: U.K. CBI Industrial Trends Survey, April 2025

  • In one line: Manufacturing activity improves according to the CBI, but the trade war will hurt businesses.

Elliott Laidman Doak (Senior UK Economist)UK

UK Datanote: UK GfK Consumers' Confidence Survey, April 2025

  • In one line: Consumers' major purchases held up, but downside risks to the retail spending build.

Rob Wood (Chief UK Economist)UK

UK Datanote: Retail Sales, March 2025

  • In one line:Retail sales were heating up before President Trump’s tariffs upended the outlook.

Rob Wood (Chief UK Economist)UK

EZ Datanote: Retail Sales, Spain, March 2025

In one line: In line with our view that consumer spending growth is now slowing.

Melanie Debono (Senior Eurozone Economist)Eurozone

PM Datanote: US Durable Goods Orders, March

Equipment investment set to slump after a solid Q1.

Oliver Allen (Senior US Economist)US

PM Datanote: US Weekly Jobless Claims, April 19

No preemptive layoffs by tariff-afflicted firms, but cuts are likely when sales struggle.

Samuel TombsUS

EZ Datanote: INSEE Business Confidence, France, April

In one line: French industry intends to make hay while the sun is still shining.

Claus Vistesen (Chief Eurozone Economist)Eurozone

China+ Datanote: Tokyo CPI, Japan, April

The BoJ won't be moved by the jump Tokyo headline inflation due to a statistical quirk

Duncan WrigleyChina+

CHINA+ DATA WRAP 25 April 2025: Tokyo inflation jump due to statistical quirk

The BoJ won't be moved by the jump Tokyo headline inflation due to a statistical quirk

Duncan WrigleyChina+

PANTHEON EM ASIA DATA WRAP 25 April 2025

Bigger US front-loading drives Thai export growth to a 3-year high

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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Keywords for: Publications

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