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

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

  • In one line: Employment falls fail to open spare capacity so wage and price pressures remain stubbornly too high.

UK Datanote: UK Final Manufacturing PMI, September 2025

  • In one line: Manufacturing activity to remain weak in the second half of the year.

UK Datanote: U.K. Nationwide House Prices, September 2025

  • In one line: House prices jump in September but we look for a subdued second half of the year.

Global Datanote: Economic activity index, Chile, August, 2025

  • In one line:  Activity loses momentum in August due mainly to weak mining.

PM Datanote: Economic activity index, Chile, August, 2025

  • In one line: Activity loses momentum in August due mainly to weak mining.

EZ Datanote: PMIs, Switzerland, September 2025

In on line: Rebounding, but tariff-sensitive manufacturing is weakening.

Global Datanote: CPI, Indonesia, September

  • In one line: Food inflation is firming up fast, but core disinflation is a strong anchor.

Global Datanote: Trade, Indonesia, August

  • In one line: Ignore the jump in the surplus; import demand is crashing.

Global Datanote: Reserve Bank of India Decision, September 2025

  • In one line: Pause continues, but further easing is still very much on the table.

PANTHEON EM ASIA DATA WRAP 1 October 2025

The RBI’s pause continues, but further easing is still very much on the table
A sturdy—but narrow—end-Q3 bump in ASEAN manufacturing
Ignore the August jump in Indonesia's surplus; import demand is crashing
Food inflation is firming up fast in Indonesia, but core disinflation is a strong anchor

PM Datanote: US Consumer Confidence, September 2025

Worsening job availability points to a further rise in the unemployment rate.

PM Datanote: US JOLTS, August 2025

Drops in the openings-to-unemployment ratio and quits signals slower wage growth ahead.

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Keywords for: Publications

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