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: UK Final Services and Composite PMI, July 2025

  • In one line: Enough for the MPC to cut, but inflation is proving persistent.

UK Datanote: Construction PMI, July 2025

  • In one line: The PMI should gradually improve as borrowing costs fall and the Government spends big.

Global Datanote: Reserve Bank of India Decision, August 2025

  • In one line: Holding—understandably—in spite of the tariff let-down.

PANTHEON EM ASIA DATA WRAP 6 August 2025

The RBI holds—understandably—in spite of the tariff let-down
An initial sign that the front-loading of Vietnamese exports to the US is over
A decent start to Q3 for still-depressed Vietnamese retail sales
Transport deflation re-steepens in Vietnam; it's here to stay, for now
June leap in Thai food inflation reverses completely

CHINA+ DATA WRAP 5 August 2025: Buoyant Caixin services PMI

In one line: Buoyant Caixin services PMI points to pockets of strength, such as tourism

PANTHEON EM ASIA DATA WRAP 5 August 2025

Big investment rebound drives Indonesia’s Q2 upside surprise
July should mark the low for Philippine inflation, but short-term downside risks dominate

Global Datanote: Inflation, Switzerland, July 2025

In one line: Above consensus; September cut hangs in the balance. 

EZ Datanote: Inflation, Switzerland, July 2025

In one line: Above consensus; September cut hangs in the balance. 

PM Datanote: US ISM Manufacturing Survey, July 2025

A further climb in goods inflation is still in the pipeline.

Global Datanote: ISM Manufacturing Survey, US, July, 2025

  • In one line: A further climb in goods inflation is still in the pipeline. 

Global Datanote: Employment, US, July, 2025

  • In one line: Revisions reveal a sharp slowdown; September easing incoming.
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Keywords for: Publications

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