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: Advance Inflation, Germany, April 2026

In one line: Services flattered by plunge in package holiday inflation. 

EZ Datanote: EC ESI, Eurozone, April 2026

In one line: Inflation expectations soar, sentiment slumps.

EZ Datanote: ISTAT Business Confidence, Italy, April 2026

In one line: Broad-based fall in confidence; inflation expectations soar.  

EZ Datanote: State CPIs, Germany, April 2026

In one line: Temporary relief from plunge in package holiday inflation. 

Global Datanote: Bank of Thailand Decision, April 2026

  • In one line: The war has been ‘good’ for the MPC’s policy space.

EM Asia Datanote: Bank of Thailand Decision, April 2026

  • In one line: The war has been ‘good’ for the MPC’s policy space.

PM Datanote:Industrial Profits, China, March

In one line: Hi-tech and energy-related upstream sectors drive Chinese industrial profit growth higher in Q1

PM Datanote: National CPI, Japan, March

In one line: Japan National CPI firms on core goods and fading energy drag; BoJ likely to delay hike next week.

PM Datanote: Flash PMIs, Japan, April

In one line: Japan manufacturing boosted by precautionary front-loading amid supply shocks while services slow

PM Datanote: Exports, Japan, March

In one line: Japan exports rebound in March on post-LNY China demand; BoJ hike likely delayed to June after media leak

PM Datanote: 20-Day Exports, Korea, April

In one line: Korea exports still strong in early April, led by semiconductors.

PM Datanote: Loan Prime Rates, China, April

In one line: China’s LPR steady in April amid NIM pressure

PM Datanote: US Consumer Confidence, April 2026

Spending growth probably still slowing, labor market still weak.

PM Datanote: Inflation IPCA-15, Brazil, April, 2026

  • In one line: The oil shock is now feeding through more forcefully into headline inflation.

Global Datanote: BoJ Policy Decision, Japan, April, 2026

  • In one line: BoJ on hold, but Governor Ueda's lack of clear policy signalling leaves JPY exposed

CHINA+ DATA WRAP 28 April 2026: BoJ on hold

In one line: BoJ on hold, but Governor Ueda's lack of clear policy signalling leaves JPY exposed

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Keywords for: Publications

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