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: Industrial Production, Brazil, January, 2026

  • In one line: Output rebounded in January, but the broader industrial trend remains fragile.

EZ Datanote: Detailed GDP, Eurozone, Q4 2025

In one line: Revision due to Ireland; core domestic demand was strong. 

Global Datanote: Detailed GDP, Eurozone, Q4 2025

In one line: Revision due to Ireland; core domestic demand was strong. 

PANTHEON EM ASIA DATA WRAP 6 March 2026

Don’t stress about the February collapse in Vietnamese export growth
A disappointing Tet season for retail sales in Vietnam
Raising our 2026 average inflation forecast for Vietnam to 3.7%
Strong end-2025 momentum in Philippine sales carrying over to early-2025

UK Datanote: Bank of England Decision Maker Panel, February 2025

  • In one line:Sales growth jumps, hiring plans improve, and wage growth remains stubbornly strong.

Global Datanote: Bank Negara Malaysia Decision, March 2026

In one line: Members hold rates, but seem spooked by the Middle East crisis.

EM Asia Datanote: CPI, Thailand, February 2026

  • In one line: Diesel fix still more than safe; shading our 2026 forecast.

EZ Datanote: Construction PMIs, Eurozone, February 2026

In one line: Consistent with likely weakness in Q1, but still too downbeat overall. 

EM Asia Datanote: Bank Negara Malaysia Decision, March 2026

  • In one line: Members hold rates, but seem spooked by the Middle East crisis. 

PANTHEON EM ASIA DATA WRAP 5 March 2026

Don’t read too much into the Lunar New Year noise in Singapore’s January sales
Returning food inflation drives Philippine inflation up higher; BSP target still safe

EZ Datanote: Industrial Production, Spain, January 2026

In one line: Spanish industry stumbled at the start of the year; downside risks loom.

CHINA+ DATA WRAP 5 March 2026: China's lower growth target

In one line: China's lower growth target signals priority for structural adjustment over short-term growth




UK Datanote: UK Final Services and Composite PMI, February 2026

  • In one line: Growth rebounded in the new year and price pressures remain strong

UK Datanote: UK Final Manufacturing PMI, February 2026

  • In one line: The manufacturing PMI suggests activity is stable, but surging energy prices will hit sentiment.

UK Datanote: UK Money & Credit, January 2026

  • In one line: Strong credit flows and falling saving suggest the UK was rebounding strongly in the New Year.

UK Datanote: U.K. Nationwide House Prices, February 2026

  • In one line: The housing market remains stable according to Nationwide, but activity will strengthen over 2026.

UK Datanote: UK GfK Consumers' Confidence Survey, February 2026

  • In one line: Consumers’ confidence should recover in 2026 as the fundamentals improve.
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Keywords for: Publications

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