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: Advance GDP, Mexico, Q1, 2026

  • In one line: Activity contracted sharply in Q1, and the outlook is difficult.

Global Datanote: Advance GDP, Mexico, Q1, 2026

  • In one line: Activity contracted sharply in Q1, and the outlook is difficult.

EZ Datanote: Advance Q1 GDP, Italy, Q1 2026

In one line: The energy shock will hurt Italian growth more than other major EZ economies.

EZ Datanote: Advance Q1 GDP & April Unemployment, Germany

In one line: Q1 GDP boosted by consumption and net trade; labour market cracking in Q2? 

EZ Datanote: Advance GDP, Spain, Q1 2026

In one line: Beats expectations, but this strength won’t last

EZ Datanote: Retail Sales, Germany, March 2026

In one line: Grim, but appear unduly depressed by seasonals. 

EZ Datanote: Advance GDP, France, Q1 2026

In one line: Stung by falling energy consumption and plunge in construction. 

Global Datanote: Manufacturing PMIs, China, April 2026

  • In one line: Resilient to the energy shock so far

CHINA+ DATA WRAP 30 April 2026: Manufacturing sector resilient to energy shock

In one line: China's manufacturing sector holds up well in April; Services slows after the holiday boost; Construction PMI drop is puzzling

PANTHEON EM ASIA DATA WRAP 30 April 2026

A broadly constructive deterioration of the Philippines' trade balance in Q1

Global Datanote: Monetary policy meeting, Brazil, April, 2026

  • In one line: Copom cuts, but rising inflation keeps the easing cycle cautious.

PM Datanote: US Housing Starts, February/March 2026

Spending growth probably still slowing, labor market still weak.

EZ Datanote: Advance Inflation, Germany, April 2026

In one line: Services flattered by plunge in package holiday inflation. 

EZ Datanote: EC ESI, Eurozone, April 2026

In one line: Inflation expectations soar, sentiment slumps.

EZ Datanote: ISTAT Business Confidence, Italy, April 2026

In one line: Broad-based fall in confidence; inflation expectations soar.  

EZ Datanote: State CPIs, Germany, April 2026

In one line: Temporary relief from plunge in package holiday inflation. 

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Keywords for: Publications

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