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

UK Datanote: U.K. CBI Industrial Trends Survey, April 2025

  • In one line: Manufacturing activity improves according to the CBI, but the trade war will hurt businesses.

UK Datanote: UK GfK Consumers' Confidence Survey, April 2025

  • In one line: Consumers' major purchases held up, but downside risks to the retail spending build.

UK Datanote: Retail Sales, March 2025

  • In one line:Retail sales were heating up before President Trump’s tariffs upended the outlook.

EZ Datanote: Retail Sales, Spain, March 2025

In one line: In line with our view that consumer spending growth is now slowing.

PM Datanote: US Durable Goods Orders, March

Equipment investment set to slump after a solid Q1.

PM Datanote: US Weekly Jobless Claims, April 19

No preemptive layoffs by tariff-afflicted firms, but cuts are likely when sales struggle.

EZ Datanote: INSEE Business Confidence, France, April

In one line: French industry intends to make hay while the sun is still shining.

China+ Datanote: Tokyo CPI, Japan, April

The BoJ won't be moved by the jump Tokyo headline inflation due to a statistical quirk

CHINA+ DATA WRAP 25 April 2025: Tokyo inflation jump due to statistical quirk

The BoJ won't be moved by the jump Tokyo headline inflation due to a statistical quirk

PANTHEON EM ASIA DATA WRAP 25 April 2025

Bigger US front-loading drives Thai export growth to a 3-year high

EZ Datanote: IFO, Germany, April 2025

In one line: Lifted by tariff front-running, still pointing to downside risks to growth. 

EZ Datanote: INSEE Consumer Confidence, France, April

In one line: Resilient, but labour market prospects remain difficult.

PM Datanote: US S&P Global Composite PMI, April

Slowing, not careering towards recession.

PM Datanote: Mexico, Retail Sales, February, 2025

  • In one line: Retail momentum softens in February after January’s rebound.

China+ Datanote: Flash PMI, Japan, April

Export orders plunge amid tariff chaos

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Keywords for: Publications

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