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

China+ Datanote: Loan Prime Rates, China, July

In one line: China keeps LPR unchanged, further easing expected in the second half of 2025

China+ Datanote: 20-Day Exports, Korea, July

In one line: Korea’s early export data remains sturdy on WDA basis amid US trade uncertainty 

China+ Datanote: Exports, Japan, June

In one line: Japan’s exports slip unexpectedly in June, raising risk of a technical recession

PM Datanote: Retail Sales, Brazil, June, 2025

  • In one line: Sales stumble again as financial headwinds intensify.

UK Datanote: UK Report on Jobs Survey, July 2025

  • In one line: The REC improves in July but signals the jobs market remains weak.

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

  • In one line: Stubborn wage and price pressure despite falling employment suggests a cautious MPC.

UK Datanote: UK MPC Decision and Minutes, August 2025

  • In one line: We’re comfortable assuming the MPC on hold for the rest of this year after hawkish guidance changes and vote. 

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

  • In one line: Official retail sales will rise at a healthy clip in July.

UK Datanote: UK Labour Market Data, June / July 2025

  • In one line: A stabilising labour market and elevated pay growth constrain the MPC.

PM Datanote: US NFIB Small Business Optimism Survey, July 2025

 Collapsing response rate casts doubt, but the backdrop looks weak.

EZ Datanote: ZEW, Germany, August 2025

In one line: Down, in line with the fall in the sentix. 

PM Datanote: US Productivity, Q2 2025

Flattered by GDP distortions in Q2, but the underlying trend still is solid.

EZ Datanote: Industrial Production & Trade Balance, Germany, June 2025

In one line: Industrial output will be revised up; net trade was a drag on GDP growth in Q2.

PANTHEON EM ASIA DATA WRAP 7 August 2025

The Philippines’ Q2 GDP was a skin-deep, consensus-beating print
Sales numbers show worsening momentum heading into Q3

UK Datanote: UK Car Registrations, July 2025

  • In one line: Car registrations will bounce back as borrowing costs fall and the market normalises after duty hikes.
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Keywords for: Publications

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