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 30 June 2025: China's official manufacturing PMI rises

China's Official PMIs point to improving manufacturing and construction activity, but weak jobs market

Duncan WrigleyChina+

Global Datanote: Banxico Announcement, Mexico, June, 2025

  • In one line: Banxico cuts again, but rising inflation and a split Board signal a slower, more cautious easing cycle ahead.

Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: Banxico Announcement, Mexico, June, 2025

  • In one line: Banxico cuts again, but rising inflation and a split Board signal a slower, more cautious easing cycle ahead.

Andrés Abadía (Chief LatAm Economist)Latin America

EZ Datanote: Retail Sales, Spain, May 2025

In one line: Pointing to upside risks for our Q2 consumption call.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation/Consumer Spending, France, June/May 2025

In one line: A slight rebound in inflation and consumers’ spending on course for a better Q2 than Q1 

Melanie Debono (Senior Eurozone Economist)Eurozone

Global Datanote: Tokyo CPI, Japan, June

In one line: Tokyo inflation cools, thanks to restart of energy subsidies

Duncan WrigleyGlobal

CHINA+ DATA WRAP 27 June 2025: Tokyo inflation cools thanks to energy subsidies

Tokyo inflation cools thanks to energy subsidies restart
China's industrial profits hit by slower investment income and weak demand

Duncan WrigleyChina+

PANTHEON EM ASIA DATA WRAP 27 June 2025

A bump in the road for the uptrend in real Philippine import demand

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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

  • In one line: Manufacturing orders fall in June but the worst of the tariff-induced slowdown appears over.

Elliott Laidman Doak (Senior UK Economist)UK

PM Datanote: Bi-weekly CPI, Mexico, June, 2025

  • In one line: Benign inflation print supports a cautious Banxico rate cut.

Andrés Abadía (Chief LatAm Economist)Latin America

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Keywords for: Publications

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