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

Global Datanote: Final Inflation, France, December 2025

In one line: One more decline coming in January before a rebound. 

PANTHEON EM ASIA DATA WRAP 14 January 2026

More confirmation that food price pressures are coming back in India

Global Datanote: CPI, US, December 2025

In one line: Muted rebound in core goods prices suggests tariff pass-through is slowing.

PM Datanote: US CPI, December 2025

Muted rebound in core goods prices suggests tariff pass-through is slowing.

PANTHEON EM ASIA DATA WRAP 12 January 2026

Recovering sales growth in Indonesia hiding big holes under the surface

PM Datanote: US Employment, December 2025

Still weak enough to sustain the pressure for more Fed easing.

Global Datanote: Employment, US, December 2025

In one line: Still weak enough to sustain the pressure for more Fed easing.

UK Datanote: Construction PMI, December 2025

  • In one line: Few reasons for builders to be more optimistic in 2026, so the construction PMI will remain weak.

UK Datanote: Bank of England Decision Maker Panel, December 2025

  • In one line: Job falls ease after the Budget circus ends while inflation remains stick.

PM Datanote: CPI, Brazil, September, 2025

  • In one line: Inflation rises marginally, but disinflation remains on track.

PM Datanote: President Boluarte impeached, Peru, Oct 2025

  • In one line: President Boluarte removed; uncertainty persists but economy remains resilient.

PM Datanote: Retail Sales, Brazil, August, 2025

  • In one line: Showing tentative signs of stabilisation, but tight financial conditions remain a drag.

EM Asia Datanote: Trade, Taiwan, December 2025

  • In one line: Export growth eases, but Q4 GDP remains on track for a millennia-high.
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Keywords for: Publications

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