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, Retail Sales, and Unemployment, Chile, August, 2025

  • In one line: Retail and manufacturing support growth, labour market improving at the margin.

EM Asia Datanote: Retail Sales, Thailand, July

  • In one line: A collapse long in the making; still some way to go before growth falls back down to earth.

China+ Datanote: Industrial Profits, China, August

In one line: China’s industrial profit rebound lacks breadth, with only seven industries show accelerating positive gains.

EZ Datanote: State CPIs & Unemployment, Germany

In one line: Risks tilted to an upside surprise in the CPI; jobless claims should fall back next month.

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

  • In one line: Manufacturing output will slowly recover in the coming months.

UK Datanote: UK Flash PMIs, September 2025

  • In one line: The PMI cools in September but growth will still run at a healthy pace in Q3.

UK Datanote: UK National Accounts, Q2 2025

  • In one line: Growth still reliant on government, but business investment growing through the H1 headwinds is an encouraging sign.

UK Datanote: UK Money & Credit, August 2025

  • In one line: Confident consumers and rising corporate credit flow signal healthy GDP growth.

EZ Datanote: Advance Inflation & INSEE Consumers' Spending, France, Sep/Aug 2025

In one line: Inflation up, but less than we expected; spending, ex-services is flat.

Global Datanote: Manufacturing PMIs, China, September 2025

In one line: Broad improvement ahead of investment stimulus

CHINA+ DATA WRAP 30 September 2025: Modest manufacturing improvement in PMIs

In one line: Manufacturing sector improved ahead of investment stimulus





PANTHEON EM ASIA DATA WRAP 30 September 2025

Real import demand in the Philippines has had a bleak Q3, so far

Global Datanote: Industrial Production, India, August

  • In one line: A consumer-led dip, but durables growth is probably bottoming-out.

EM Asia Datanote: Industrial Production, India, August

  • In one line: A consumer-led dip, but durables growth is probably bottoming-out.

PM Datanote: US Personal Incomes & Spending, August 2025

Turnaround in consumers’ spending built on shaky foundations.

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Keywords for: Publications

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