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 NAHB Housing Market Index, June

Demand still falling amid high mortgage rates and elevated uncertainty.

Samuel TombsUS

PM Datanote: US Retail Sales, May

Underlying sales volumes holding up...for now.

Oliver Allen (Senior US Economist)US

PM Datanote: US Industrial Production, May

Holding on to Q1's gains, for now.

Samuel TombsUS

EZ Datanote: ZEW, Germany, June 2025

In one line:  Investor sentiment continues to rise. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EM Asia Datanote: Trade, India, May

  • In one line: Led by an overdue correction in oil imports.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: WPI, India, May

  • In one line: No material change—yet—to the outlook for continued fuel & power deflation.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

CHINA+ DATA WRAP 16 June 2025: China's activity slowing, except retail sales

China's investment and industrial output data point to slowing growth, despite the bright retail sales reading

Duncan WrigleyChina+

UK Datanote: UK Report on Jobs Survey, May 2025

  • In one line: Employment growth eases according to the REC, but the worst of the jobs slowdown appears over.
Rob Wood (Chief UK Economist)UK

UK Datanote: UK GDP April 2025

  • In one line:GDP falls in April but it will rebound as tax-hike-induced effects fade.
Rob Wood (Chief UK Economist)UK

PM Datanote: US Michigan Sentiment Survey, June

 A broken compass.

Samuel TombsUS

EZ Datanote: Industrial Production & Trade, EZ, April 2025

In one line: Tariff-front running boost to industry and trade fading in early Q2. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Detailed Inflation, France, May 2025

In one line: Energy and services pull headline down. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Detailed Inflation, Germany, May 2025

In one line: Stable, in line with advance release. 

Melanie Debono (Senior Eurozone Economist)Eurozone

PANTHEON EM ASIA DATA WRAP 13 June 2025

March pop in Indonesian sales evaporates completely, as expected

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PM Datanote: US Weekly Jobless Claims, June 7

More to the uptick in claims than residual seasonality.

Oliver Allen (Senior US Economist)US

PM Datanote: US CPI, May

Still waiting for the tariffs to hit.

Samuel TombsUS

PM Datanote: US PPI, May

Tariff pressures remain muted, for now.

Samuel TombsUS

Global Datanote: CPI, India, May

  • In one line: No signs yet of food disinflation stabilising.
Miguel Chanco (Chief EM Asia Economist)Global

UK Datanote: UK Labour Market Data, April / May 2025

  • In one line: A dovish release that raises the chance of the MPC easing policy again in August.
Rob Wood (Chief UK Economist)UK

UK Datanote: U.K. BRC Retail Sales Monitor, May 2025

  • In one line: BRC retail sales growth stronger than the headline suggests, consumer spending will remain robust.
Rob Wood (Chief UK Economist)UK
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independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence