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: US CPI, September 2025

Tariffs still pushing goods inflation higher, but services inflation looks soft under the hood.

PM Datanote: CPI, US, September 2025

Tariffs still pushing goods inflation higher, but services inflation looks soft under the hood.

EZ Datanote: Flash PMIs, EZ, October 2025

In one line: Driven higher by pick up in German activity. 

UK Datanote: Retail Sales, September 2025

  • In one line:Retail sales should continue to rise despite Budget uncertainty.

UK Datanote: UK GfK Consumers' Confidence Survey, October 2025

  • In one line: Consumers are resilient in the face of tax hike rumours.

UK Datanote: UK Flash PMIs, October 2025

  • In one line: Growth to hold up in Q4 despite Budget uncertainty, but softening inflation indicators gives the MPC doves hope.

Global Datanote: Flash Mfg PMI, Japan, October, 2025

In one line: Fading demand weighs on flash PMI manufacturing activity

Global Datanote: Exports, National CPI, Japan, September

In one line:  BoJ won’t be shocked by modest rise in inflation; likely to hold rates next week waiting for clarity on the new government’s fiscal easing

CHINA+ DATA WRAP 24 October 2025: Modest rise in inflation won't shock BoJ

In one line: BoJ won’t be shocked by modest rise in inflation; likely to hold rates next week waiting for clarity on the new government’s fiscal easing 





October 2025- Emerging Asia Chartbook

SURPRISE HOLDS FROM THE BOT AND BI WON’T LAST

  • …A SERIES OF EARLY-Q3 GDP UPSIDE SHOCKS IN ASEAN

PM Datanote: US Existing Home Sales, September 2025

Lower mortgage rates boost sales, but major headwinds remain.

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Keywords for: Publications

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