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

Global Datanote: BoK Policy Decision, Korea, August

In one line: BoK stays put amid US pressure not to weaken currency

CHINA+ DATA WRAP 28 August 2025: BoK stays put

In one line: BoK stays put amid US pressure not to weaken currency

UK Datanote: UK Public Finances, July 2025

  • In one line:The Chancellor will still have to raise taxes in October despite borrowing matching official forecasts.

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

  • In one line: Consumers’ confidence to stay rangebound for the rest of the year.

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

  • In one line: Manufacturing activity looks subdued but stable, it should recover in H2.

PM Datanote: US Chair Powell Jackson Hole Speech, August 2025

A September easing looks nailed on, with more likely to follow.

EZ Datanote: Detailed GDP, Germany, Q2 2025

In one line: Germany fared worse than initially expected in Q2.  

China+ Datanote: CPI, Japan, July

In one line: Japan's slowing headline inflation won't shift BoJ's worries about rising food inflation

CHINA+ DATA WRAP 22 August 2025: Japan's headline inflation slows

Japan's slowing headline inflation won't shift BoJ's worries about rising food inflation

UK Datanote: UK Flash PMIs, August 2025

  • In one line: Growth will match the MPC’s expectations in Q3.

PM Datanote: US S&P Global Composite PMI / Existing Home Sales

The rebound in growth implied by the PMI looks too good to be true.

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Keywords for: Publications

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