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

PM Datanote: Advance GDP, Mexico, Q1, 2025

  • In one line: Agricultural rebound masks broad-based weakness.

PM Datanote: Industrial Production and Retail Sales, Chile, March, 2025

  • In one line: Consumption resilient amid headwinds, but confidence wavers as external risks build.

EM Asia Datanote: Retail Sales, Thailand, February

  • In one line: Ignore the inflated headline, but households had a decent Q1.

Global Datanote: Bank of Thailand Decision

  • In one line: Compelled by the US’ tariff war, and allowed for by a resumption of sub-1% inflation.

EM Asia Datanote: Bank of Thailand Decision

  • In one line: Compelled by the US’ tariff war, and allowed for by a resumption of sub-1% inflation.

EZ Datanote: Advance GDP, France, Q1 2025

In one line: Barely growing, and trade uncertainty could well keep it that way in 2025. 

CHINA+ DATA WRAP 30 April 2025: Manufacturing activity bashed by tariff war

Manufacturing activity bashed by tariff war
Non-manufacturing activity slows

PANTHEON EM ASIA DATA WRAP 30 April 2025

Underneath the surface; a weak close to a robust Q1 for Philippine trade

PM Datanote: US JOLTS, March

The post-election pick-up in labor demand has fully unwound.

EZ Datanote: ESI, EZ, April 2025

In one line: Down but pointing to higher inflation expectations.

EZ Datanote: ISTAT Confidence, Italy, April 2025

In one line: Business sentiment sours on pessimism in services.  

EZ Datanote: Money Supply & ECB Inflation Expectations, March 2025

In one line: EZ inflation expectations jumped on the eve of the tariff shock. 

EZ Datanote: Advance GDP, Spain, Q1 2025 & Advance Inflation, Spain, April 2025

In one line: Growth slowed but remained solid; Inflation comes in below expectations.

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Keywords for: Publications

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