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: State CPIs, Germany, January 2026

In one line: Sticky, and hawkish, relative to our expectations. 

EZ Datanote: Advance GDP & Unemployment, Germany, Q4/December 2025

In one line: Solid GDP, but risks tilted towards a downward revision later; nothing to see in the labour market. 

EZ Datanote: Advance GDP, Spain, Q4 2025

In one line: Growth accelerated in Q4, but will slow in 2026.

EM Asia Datanote: Retail Sales, Thailand, November 2025

  • In one line: Returning to earth, again; other, more credible data show a decent Q4.

CHINA+ DATA WRAP 30 January 2026: Sharp drop in Tokyo inflation

In one line: Sharp drop in Tokyo inflation largely due to one-off factors; won't change BoJ outlook

EZ Datanote: Advance GDP, Q4-25, France

In one line: Solid trend in domestic demand, ex-inventories.

PM Datanote: US International Trade, November 2025

Trade's contribution to Q4 GDP growth probably significant but not enormous.

EZ Datanote: EC Sentiment, Eurozone, January 2026

In one line: Sentiment improves; selling price expectations edge down.

EZ Datanote: Money Supply, Eurozone, December 2025

In one line: Easing M1 growth offset by falling inflation, for now. 

EZ Datanote: Retail Sales, Spain, December 2025

In one line: Spanish households tightened their purse strings during the holidays.

PANTHEON EM ASIA DATA WRAP 29 January 2026

Anti-graft drive drags Philippine growth down to weakest in nearly 15 years

Global Datanote: IP, India, December 2025

  • In one line: An unexpected—if narrow—jump to a 26-month high.

EM Asia Datanote: IP, India, December 2025

  • In one line: An unexpected—if narrow—jump to a 26-month high.

PANTHEON EM ASIA DATA WRAP 27 January 2026

Sagging Philippine imports—masked by base effects—is the real story

PM Datanote: US Consumer Confidence, January 2026

Spending slowdown and further labor market weakness are likely.

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Keywords for: Publications

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