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.

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Datanotes

PANTHEON EM ASIA DATA WRAP 8 May 2025

Huge bounce in Philippine imports masks a broad-based Q1 improvement

EZ Datanote: Retail Sales, EZ, March 2025

In one line: Still trending sideways, as they have since November. 

UK Datanote: Construction PMI, April 2025

  • In one line: The Construction PMI improves but signals falling activity, it will remain weak for some time.

PANTHEON EM ASIA DATA WRAP 7 May 2025

An overdue—and big—m/m correction in Philippine sales to close Q1

UK Datanote: UK Final Services and Composite PMI, April 2025

  • In one line: Back-to-back rate cuts are likely as sentiment collapses, but accelerating inflation will keep MPC guidance cautious.

UK Datanote: UK Car Registrations, April 2025

  • In one line: Car registrations tank as duties increase.

PM Datanote: US ISM Services Survey, April

We doubt services inflation will reaccelerate sharply.

PANTHEON EM ASIA DATA WRAP 6 May 2025

Front-loading of Vietnamese exports to the US looks to have hit a ceiling
A quiet start to Q2 for retail sales in Vietnam, following a robust Q1
Lots of moving parts, but April saw no change to Vietnamese inflation
Below-target-range inflation in the Philippines looks set to persist until year-end
This bout of Thai deflation should be short and shallow

CHINA+ DATA WRAP 6 May 2025: Caixin services PMI points to business jitters

 Caixin services PMI points to business jitters over tariff worries

Global Datanote: Advance Inflation, Eurozone, April 2025 & Unemployment, Eurozone, March 2025

In one line: Inflation held steady, but declines are coming; we are adding a July ECB rate cut. 

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Keywords for: Publications

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