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.

EZ Datanote: PMIs, Switzerland, January 2026

In one line: Tentative signs of a recovery after the mayhem of 2025.

Global Datanote: PMIs, Switzerland, January 2026

In one line: Tentative signs of a recovery after the mayhem of 2025.

UK Datanote: U.K. Nationwide House Price Index, January 2026

  • In one line: House price inflation will continue to steadily rise over the coming year. 

Global Datanote: RatingDog Manufacturing PMI, China, January 2026

In one line: China's manufacturing PMIs indicate sharp divergence between old and new industries

CHINA+ DATA WRAP 2 February 2026: China's manufacturing PMIs diverge

In one line: China's manufacturing PMIs indicate sharp divergence between old and new industries; Korean PMI lifted by AI-related chip sector

PANTHEON EM ASIA DATA WRAP 2 February 2026

Sturdy manufacturing momentum in ASEAN is holding up
Two-way trade in Indonesia ends 2025 on a solid note
A deceptively soft January headline CPI print in Indonesia

EZ Datanote: Retail Sales, Germany, December 2025

In one line: Decent Q4, with revisions now signalling strong growth in 2025.

China+ Datanote: Industrial Profits, China, December

In one line: China industrial profits 2025: first positive turn in four years, but the path forward remains challenging

China+ Datanote: BoJ Decision, Japan, January

In one line: BoJ stands pats in January, but inflation momentum keeps tightening chances intact.

China+ Datanote: Flash PMIs, Japan, January

In one line: Japan’s PMIs jump in January, pointing to firmer labour demand, especially in manufacturing.

China+ Datanote: National CPI, Japan, December

In one line: Japan CPI slump driven by energy and fresh food; underlying inflation remains sticky

China+ Datanote: 20-Day Exports, Korea, January

In one line: Korea’s 20-day exports rebound buoyed by base effects; monthly momentum actually slowed in January.

EZ Datanote: Advance Inflation, Germany, January 2025

In one line: Falling energy and services inflation overpowered by rising inflation in food and core goods. 

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Keywords for: Publications

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