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: Exports, Korea, April 2026

  • In one line: Buoyed by rocketing chip exports

Global Datanote: Tokyo CPI, Japan, April 2026

  • In one line: Subdued, thanks to expanded childcare subsidies

CHINA+ DATA WRAP 1 May 2026: Tokyo inflation subdued; Korea exports surging

In one line: Tokyo inflation subdued thanks to expanded childcare subsidies;
Korean exports buoyed by robust chip sales

April 2026 - Latin America Chartbook

OIL SHOCK FEEDS INTO INFLATION, DELAYING EASING CYCLES

  • DISINFLATION STALLS, CENTRAL BANKS TURN MORE CAUTIOUS

EZ Datanote: ECB Rate Decision, April 2026

In one line: In wait-and-see mode, but we suspect with a hawkish bias. 

Global Datanote: ECB Interest Rate Decision, April 2026

In one line: In wait-and-see mode, but we suspect with a hawkish bias. 

UK Datanote: UK Flash PMIs, April 2026

  • In one line: Not as good as it looks, but the PMIs still say the MPC should worry more about inflation than growth.

UK Datanote: UK Public Finances, March 2026

  • In one line:The Chancellor will need to borrow more than expected in the upcoming fiscal year.

UK Datanote: U.K. CBI Industrial Trends Survey, April 2026

  • In one line: Core producer output price inflation will jump in the coming months according to the CBI.

UK Datanote: UK GfK Consumers' Confidence Survey, April 2026

  • In one line: Higher inflation means consumers’ confidence will remain weak in 2026.

UK Datanote: Retail Sales, March 2026

  • In one line:Tentative signs that consumers are willing to run down their high saving rate to support consumption.

Global Datanote: Advance GDP & Unemployment, Eurozone, Q1/March 2026

In one line: Q1 growth undershoots expectations; labour market holding up, for now.

EZ Datanote: Advance GDP & Unemployment, Eurozone, Q1/March 2026

In one line: Q1 growth undershoots expectations; labour market holding up, for now.

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Keywords for: Publications

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