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: U.K. Nationwide House Prices, June 2025

  • In one line: House prices fall in June but returning buyer demand will push up prices soon.

UK Datanote: UK National Accounts, Q1 2025

  • In one line: Better balanced growth after revisions bodes well.

PM Datanote: US ISM Services Survey, June

A big jump in services inflation still looks unlikely.

Global Datanote: Inflation, Switzerland, June 2025

In one line: Back above zero, but unlikely to stay there for long.

EZ Datanote: Inflation, Switzerland, June 2025

In one line: Back above zero, but unlikely to stay there for long.

PM Datanote: US ADP Employment, June

Implausible sector breakdown highlights ADP's uselessness.

EZ Datanote: Unemployment, Eurozone, May 2025

In one line: Up a touch because of an increase in Italy’s unemployment rate. 

Global Datanote: ISM Manufacturing Survey, US, June

In one line: Supply-side disruptions giving way to weak demand

EZ Datanote: Unemployment, Germany, June & ECB Inflation Expectations, EZ, May 2025

In one line: German unemployment rate won’t hold steady for much longer; inflation expectations likely to continue to fall.

Global Datanote: CPI, Indonesia, June

  • In one line: Expect a further rise in food inflation in the July report.

Global Datanote: Trade, Indonesia, May

  • In one line: Export growth probably will buckle again in Q3.

Global Datanote: Manufacturing PMI, ASEAN, June

  • In one line: Post-export-front-loading clouds continue to darken.
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Keywords for: Publications

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