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.

Global Datanote: Advance Inflation, Eurozone, October 2025

In one line: Only a washout in November can deliver an ECB rate cut now. 

EZ Datanote: Advance Inflation, EZ, October 2025

In one line: Only a washout in November can deliver an ECB rate cut now. 

EM Asia Datanote: GDP, Taiwan, Q3 2025

  • In one line: Softer, but still beating expectations.

EM Asia Datanote: Retail Sales, Thailand, August 2025

  • In one line: ‘Others’ component goes from friend to foe; underlying growth is showing more stability.

EZ Datanote: Advance Inflation, France, October 2025

In one line: In line with our forecast; a coin toss between 2.1% and 2.2% on the EZ HICP.

Global Datanote: Official Manufacturing PMI, China, October 2025

In one line: Investment stimulus should lift China's manufacturing index from October's trough

CHINA+ DATA WRAP 31 October 2025: Modest rise in inflation won't shock BoJ

Investment stimulus should lift China's manufacturing index from October's trough
Tokyo inflation bump driven by local water subsidy expiry





China+ Datanote: BoJ Decision, Japan, October

In one line: BoJ stands pat amid trade uncertainty and wage caution as Takaichi takes helm

China+ Datanote: BoK Decision, Korea, October

In one line: Bank of Korea hold rates in October as Seoul housing surges

October 2025 - US Economic Chartbook

THE INFLATION OUTLOOK HAS IMPROVED...

  • ...WHILE HIRING REMAINS DEPRESSED; MORE EASING AHEAD

EZ Datanote: ECB Press Conference, October 2025

In one line: Thin gruel, but a bit of clarity on the ECB’s ETS2 assumptions. 

Global Datanote: ECB Press Conference, October 2025

In one line: Thin gruel, but a bit of clarity on the ECB’s ETS2 assumptions. 

Global Datanote: Advance GDP, Mexico, Q3, 2025

  • In one line: A poor Q3, but early Q4 indicators hint at tentative stabilisation.

PM Datanote: Advance GDP, Mexico, Q3, 2025

  • In one line: A poor Q3, but early Q4 indicators hint at tentative stabilisation.

EZ Datanote: Q3 GDP, State CPIs & Unemployment, Germany

In one line: Germany avoids recession, just; inflation down fractionally in October.

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Keywords for: Publications

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