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: U.K. Nationwide House Prices, May 2025

  • In one line: House prices rebound in May, but the stamp-duty-unwind has more room to run.

Rob Wood (Chief UK Economist)UK

PM Datatnote: GDP & PMI, Switzerland, Q1/May 2025

In one line: Switzerland was on a tear before the tariff shock; surveys point to slower growth in Q2. 

Melanie Debono (Senior Eurozone Economist)Eurozone

CHINA+ DATA WRAP 2 June 2025: Korean PMI shows domestic demand tanking

Korean PMI shows domestic demand tanking, but sentiment is improving thanks to tariff war pause

Duncan WrigleyChina+

Global Datanote: CPI, Indonesia, May

  • In one line: Near-zero inflation is once again around the corner.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, April

  • In one line: A partially welcome collapse in the surplus.

Miguel Chanco (Chief EM Asia Economist)Global

PANTHEON EM ASIA DATA WRAP 2 June 2025

A partially welcome collapse in Indonesia’s trade surplus
Near-zero inflation is once again around the corner

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PM Datanote: US Advance Goods Trade, April

Net trade and inventories on course for a big combined boost to headline GDP in Q2.

Oliver Allen (Senior US Economist)US

PM Datanote: GDP, First Quarter, Brazil, 2025

  • In one line: Boost­ed by agriculture and capex, but momentum set to fade. 

Andrés Abadía (Chief LatAm Economist)Latin America

EM Asia Datanote: GDP, India, Q1

  • In one line: Boosted by investment, which can’t be relied upon post-“Liberation Day”.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PM Datatnote: EZ Money Supply and Detailed Q1 GDP in Italy

In one line: Upturn in money supply continues; Italian GDP on a solid footing in Q1.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EM Asia Datanote: Retail Sales, Thailand, March

  • In one line: Disregard completely; household spending is still weakening.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EZ Datanote: ISTAT Confidence, Italy, May 2025

In one line: Still consistent with slight slowdown in growth in Q2. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Retail Sales, Spain, April 2025

In one line: Stronger than the increase in goods spending in France. 

Melanie Debono (Senior Eurozone Economist)Eurozone

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Keywords for: Publications

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