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: Trade & construction, EZ, February 2025

In one line: Don’t show Donald Trump the trade charts; Construction down but still defied surveys in Q1

Global Datanote: Flash PMIs, Germany, April 2025

In one line: As in France, domestic demand is rattled by tariff concerns and PMI shows clear signs of tariff front-running.

EZ Datanote: Flash PMIs, Germany, April 2025

In one line: As in France, domestic demand is rattled by tariff concerns and PMI shows clear signs of tariff front-running.

Global Datanote: Flash PMIs, France, April 2025

In one line: Fastest fall in demand for services since Covid pulls down the headline.

EZ Datanote: Flash PMIs, France, April 2025

In one line: Fastest fall in demand for services since Covid pulls down the headline.

UK Datanote: UK Public Finances, March 2025

  • In one line:The public finances are weak heading into the trade war, difficult choices lay ahead for the Chancellor.

UK Datanote: U.K. Consumer Prices, March 2025

  • In one line: Erratic computer games and hotel prices drag inflation down, headline inflation will still likely jump to 3.5% in April.

UK Datanote: UK Labour Market Data, February / March 2025

  • In one line: Enough softening for the MPC to cut, but strong wage growth will keep rate setters cautious.

UK Datanote: U.K. Official House Price Index, February 2025

  • In one line: House prices rise in February but property price inflation will ease in Q2.

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

  • In one line: Retail sales continue to grow strongly but slowing global growth clouds the outlook.

PM Datanote: US Industrial Production, March

Pre-tariff jump in manufacturing output likely to reverse sharply.

PM Datanote: US Retail Sales, March

Real consumption likely grew by about 1% in Q1.

Global Datanote: Detailed Inflation, Eurozone, March 2025

In one line: Falling oil prices and a stronger euro are gifts to ECB doves.

EZ Datanote: Detailed Inflation, Eurozone, March 2025

In one line: Falling oil prices and a stronger euro are gifts to ECB doves.

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Keywords for: Publications

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