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: Current Account, China, Q4 (Preliminary)

In one line: China’s Q4 current account surplus surges on strong goods exports 

PM Datanote: PPI, China, January

In one line: China’s PPI deflation eases further in January, but improvements were patchy.

PM Datanote: Foreign Reserves, China, January

In one line: China’s FX reserves jumped in January on factors beyond valuation effects.

PM Datanote: Foreign Reserves, China, February

In one line: China’s FX reserves rose further in February amid RMB strength, partly driven by exporters repatriating overseas USD proceeds.

Global Datanote: PPI, China, February, 2026

  • In one line: China’s producer prices continued improvement, ahead of the oil price surge 

CHINA+ DATA WRAP 9 March 2026: Consumer inflation gets holiday bump

In one line: Consumer inflation gets holiday bump; Producer inflation continued to improve, ahead of oil price surge



UK Datanote: Construction PMI, February 2026

  • In one line: Wet weather weighs on the Construction PMI in February, and sentiment will continue to remain weak in 2026.

UK Datanote: UK Car Registrations, February 2026

  • In one line: Car registrations will continue to rise over the course of 2026.

PM Datanote: US Retail Sales, January 2026

The underlying trend in core sales still is slowing.

Global Datanote: Inflation, Chile, February, 2026

  • In one line: Inflation surprised to the downside, but upside risks are emerging.

PM Datanote: Inflation, Chile, February, 2026

  • In one line: Inflation surprised to the downside, reinforcing Chile’s disinflation trend.

PM Datanote: Industrial Production, Brazil, January, 2026

  • In one line: Output rebounded in January, but the broader industrial trend remains fragile.

EZ Datanote: Detailed GDP, Eurozone, Q4 2025

In one line: Revision due to Ireland; core domestic demand was strong. 

Global Datanote: Detailed GDP, Eurozone, Q4 2025

In one line: Revision due to Ireland; core domestic demand was strong. 

PANTHEON EM ASIA DATA WRAP 6 March 2026

Don’t stress about the February collapse in Vietnamese export growth
A disappointing Tet season for retail sales in Vietnam
Raising our 2026 average inflation forecast for Vietnam to 3.7%
Strong end-2025 momentum in Philippine sales carrying over to early-2025

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Keywords for: Publications

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