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.

PM Datanote: US Weekly Jobless Claims, July 19

Auto shutdowns distort the picture; labor market likely still loosening.

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

  • In one line: Manufacturing activity will continue to recover from the tariff-induced slowdown.

UK Datanote: UK Flash PMIs, July 2025

  • In one line: Enough for the MPC to cut, but watch for chunky revisions in the final release.

Global Datanote: ECB Rate decision, July 2025

In one line: Still on track for a final rate cut in September.

EZ Datanote: ECB Rate decision, July 2025

In one line: Still on track for a final rate cut in September.

PM Datanote: Bi-weekly CPI, Mexico, July, 2025

  • In one line: Core inflation softens, allowing further monetary policy normalisation.

Global Datanote: Flash PMIs, EZ, July 2025

In one line: Nothing in here to suggest an ECB rate cut today.

PM Datanote: Flash PMIs, Eurozone, July 2025

In one line: Nothing in here to suggest an ECB rate cut today.

PANTHEON EM ASIA DATA WRAP 24 July 2025

PMIs indicate a decent start to Q3 for India’s economy
US front-loading in Thailand is still going strong

Global Datanote: Flash manufacturing PMI, Japan, July

In one line: manufacturing index slammed by falling output; July should be low point after US-Japan trade deal

CHINA+ DATA WRAP 24 July 2025: Japan's PMI should improve after deal

Japan's weak manufacturing PMI should rise after US-Japan trade deal

Services activity rose

EZ Datanote: GfK Consumer Confidence, Germany, August 2025

In one line: Income expectations are firming, but so are saving intentions.

PM Datanote: US Existing Home Sales, June

Weak demand and recovering supply are putting pressure on prices.

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Keywords for: Publications

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