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.

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Datanotes

UK Datanote: UK Flash PMIs, January 2026

  • In one line: Economic momentum to build in Q1.

UK Datanote: Retail Sales, December 2025

  • In one line:Retail sales rebound and have further to recover in 2026.

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

  • In one line: Consumers' confidence can continue to rise slowly in 2026.

EZ Datanote: Advance PMIs, Eurozone, January 2026

In one line: Decent, but now signals downside risks relative to official forecasts. 

Global Datanote: Advance PMIs, Eurozone, January

In one line: Decent, but now signals downside risks relative to official forecasts. 

Global Datanote: INSEE Business Confidence & Advance PMIs, France, January

In one line: Strength in manufacturing, but PMIs signal weakness in services. 

EM Asia Datanote: Customs Trade, Thailand, December 2025

  • In one line: Exports end 2025 with a bang; those to the US continue to defy gravity.

PM Datanote: US Jobless Claims / Q3 GDP

 Low claims largely due to lower-than-usual post-holiday layoffs.

CHINA+ DATA WRAP 22 January 2026: Japan's steady export rebound

In one line: Japan's overall exports rise, despite falling shipments to the US

UK Datanote: U.K. Consumer Prices, December 2025

  • In one line: Underlying inflation remians sticky, even though headline CPI is set to temporarily slow in the first half of 2026.
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Keywords for: Publications

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