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: Economic activity index, Brazil, March, 2025

  • In one line: Q1 surge driven by agriculture; broader gains show resilience.

PM Datanote: Economic activity index, Brazil, March, 2025

  • In one line: Q1 surge driven by agriculture; broader gains show resilience.

PM Datanote: GDP, Chile, Q1, 2025

  • In one line: Q1 growth solid, but momentum set to ease.

CHINA+ DATA WRAP 19 May 2025: Broad cooling in China's April activity growth

China to stick to targeted easing, despite broad cooling in April activity growth

PANTHEON EM ASIA DATA WRAP 19 May 2025

Pre-“Liberation Day” anxieties were there for all to see in Thailand’s Q1

PM Datanote: US Michigan Sentiment Survey, May

 Extremely low response rate and partisan divide raise questions over reliability.

PM Datanote: US NAHB Housing Market Index, May

 Pointing to a sharp fall in new home sales & residential construction.

PM Datanote: US Industrial Production, April

Recent resilience unlikely to last beyond the summer.

PM Datanote: US PPI, April

Pointing to a mere 0.12% rise in the core PCE deflator, and margin pressure for distributors.

EZ Datanote: Trade, EZ, March 2025

In one line: A new record high, thanks to tariff front-running by US firms.

PANTHEON EM ASIA DATA WRAP 16 May 2025

Don’t panic about the continued ballooning of India’s trade deficit

UK Datanote: UK International Trade, March 2025

  • In one line: Small boost from tariff-front running, which likely continued as President Trump pushed back reciprocal tariffs by 90-days.

UK Datanote: UK GDP March 2025

  • In one line:Fading consumer caution will keep GDP ticking along.

PM Datanote: Retail Sales, Brazil, March, 2025

  • In one line: Retail finishes Q1 strongly, but headwinds still limit momentum.

EZ Datanote: Final Inflation, France, April 2025

In one line: The core remains soft, but surveys point to upside risks. 

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Keywords for: Publications

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