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: Construction, Eurozone, August 2025

In one line: Significant back revisions mean Q3 was likely better than Q2. 

PANTHEON EM ASIA DATA WRAP 17 October 2025

Rebound in mining and quarrying boosts Malaysia’s Q3 GDP past expectations
Export growth accelerates to one of the fastest rates this year

EZ Datanote: Trade Balance, Eurozone, August 2025

In one line: Narrowing further; drag from goods trade on GDP eased in Q3.

Global Datanote: Economic activity index, Brazil, August, 2025

  • In one line: A modest improvement, but risks remain biased to the downside.

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

  • In one line: A modest improvement, but risks remain biased to the downside.

EM Asia Datanote: Trade, India, September 2025

  • In one line: Blame yet another sudden spike in gold imports, though exports aren’t helping either.

EZ Datanote: ZEW, Germany, October 2025

In one line: Investors think things will get worse before they get better in Germany.

EM Asia Datanote: WPI, India, September 2025

  • In one line: Flirting with outright deflation, which looks likely in the next two reports.

UK Datanote: UK Labour Market Data, August / September 2025

  • In one line: Weaking wage growth makes this a dovish release, but the underlying story is a stabilising labour market with jobs no longer falling.

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

  • In one line: Retail sales holding up given a tube shutdown and wet weather in September.

Global Datanote: CPI, India, September 2025

  • In one line: Food & beverage deflation is back, and will likely deepen this month.

EM Asia Datanote: CPI, India, September 2025

  • In one line: Food & beverage deflation is back, and will likely deepen this month.
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Keywords for: Publications

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