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: US CPI, May

Still waiting for the tariffs to hit.

Samuel TombsUS

PM Datanote: US PPI, May

Tariff pressures remain muted, for now.

Samuel TombsUS

Global Datanote: CPI, India, May

  • In one line: No signs yet of food disinflation stabilising.

Miguel Chanco (Chief EM Asia Economist)Global

UK Datanote: UK Labour Market Data, April / May 2025

  • In one line: A dovish release that raises the chance of the MPC easing policy again in August.

Rob Wood (Chief UK Economist)UK

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

  • In one line: BRC retail sales growth stronger than the headline suggests, consumer spending will remain robust.

Rob Wood (Chief UK Economist)UK

PM Datanote: US NFIB Small Business Optimism Survey, May

Sentiment up from the April lows, but small businesses remain under pressure.

Oliver Allen (Senior US Economist)US

Global Datanote: Flash Manufacturing PMI, Japan, May

In one line: Japan's manufacturing PMI rose as US importers rushed orders ahead of Tariff reprieve expiry.

Kelvin Lam (Senior China+ Economist)Global

China+ Datanote: Flash Services PMI, Japan, May

In one line: Japan's services sector expands at a slower pace in May

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Flash Manufacturing PMI, Japan, May

In one line: Japan's manufacturing PMI rose as US importers rushed orders ahead of Tariff reprieve expiry.

Kelvin Lam (Senior China+ Economist)China+

Global Datanote: Exports, China, May

In one line: China's monthly exports rebounded in May, thanks to tariff reprieve.

Kelvin Lam (Senior China+ Economist)Global

China+ Datanote: Exports, China, May

In one line: China's monthly exports rebounded in May, thanks to tariff reprieve.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Foreign Reserves, China, May

In one line: China’s FX reserves rise modestly as bond revaluation offsets inflows

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Caixin Services PMI, China, May

In one line : China's services activity ticks up, but deflationary pressure still lurking in the background.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Wages, Japan, April

In one line : Japanese inflation continues to outpace labour earnings; BoJ likely to hold rates in June.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: PPI, China, May

Producer deflation slammed by weakening international energy prices, weather-hit construction activity

Duncan WrigleyChina+

CHINA+ DATA WRAP 9 June 2025: China's CPI still in mild deflation

China's CPI still in mild deflation, while producer deflation worsens due to weak global oil prices

Duncan WrigleyChina+

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Keywords for: Publications

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