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

EZ Datanote: INSEE Consumer Confidence, France, May 2025

In one line: Downtrend continues as unemployment fears near Covid-time peak. 

China+ Datanote: National CPI, Japan, April

Core inflation ticks up after removal of energy subsidies

PM Datanote: US S&P Global Composite PMI, May

Economy robust in the face of tariff uncertainty for now.

PM Datanote: US Existing Home Sales, April

 Still impeded by high mortgage rates and elevated uncertainty.

PM Datanote: US Weekly Jobless Claims, May 17

 Little changed from previous weeks, but weak hiring indicators point to a deterioration soon.

Global Datanote: Flash PMIs, Eurozone, May 2025

In one line: Services downturn clouding manufacturing’s recovery. 

EZ Datanote: Flash PMIs, Eurozone, May 2025

In one line: Services downturn clouding manufacturing’s recovery. 

UK Datanote: U.K. Official House Price Index, March 2025

  • In one line: House prices jump in March as buyers rush to beat stamp duty, but we expect a partial unwind in the coming months.

UK Datanote: U.K. Consumer Prices, April 2025

  • In one line: Inflation should run around 3.5% for the rest of the year, although an Easter boost means the April headline exaggerates the strength a little.

Global Datanote: Bank Indonesia Decision

  • In one line: Back in business; at least 75bp in more cuts to come this year.

EM Asia Datanote: Bank Indonesia Decision

  • In one line: Back in business; at least 75bp in more cuts to come this year.

EM Asia Datanote: Core Industries, India, April

  • In one line: An abysmal start to Q2, but support from energy has been fading for a few months.

Global Datanote: Detailed Inflation, Eurozone, April 2025

In one line: Headed for 2% over the summer; enough for two more ECB cuts? 

EZ Datanote: Detailed Inflation, Eurozone, April 2025

In one line: Headed for 2% over the summer; enough for two more ECB cuts? 

PANTHEON CHINA+ DATA WRAP Dec-31-CN-PMI

  • In one line: China's PMI data offers little cause for celebration
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Keywords for: Publications

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