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.

UK Datanote: UK Flash PMIs, July 2025

  • In one line: Enough for the MPC to cut, but watch for chunky revisions in the final release.

Rob Wood (Chief UK Economist)UK

Global Datanote: ECB Rate decision, July 2025

In one line: Still on track for a final rate cut in September.

Melanie Debono (Senior Eurozone Economist)Global

EZ Datanote: ECB Rate decision, July 2025

In one line: Still on track for a final rate cut in September.

Melanie Debono (Senior Eurozone Economist)Eurozone

PM Datanote: Bi-weekly CPI, Mexico, July, 2025

  • In one line: Core inflation softens, allowing further monetary policy normalisation.

Andrés Abadía (Chief LatAm Economist)Latin America

Global Datanote: Flash PMIs, EZ, July 2025

In one line: Nothing in here to suggest an ECB rate cut today.

Melanie Debono (Senior Eurozone Economist)Global

PM Datanote: Flash PMIs, Eurozone, July 2025

In one line: Nothing in here to suggest an ECB rate cut today.

Melanie Debono (Senior Eurozone Economist)Eurozone

PANTHEON EM ASIA DATA WRAP 24 July 2025

PMIs indicate a decent start to Q3 for India’s economy
US front-loading in Thailand is still going strong

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

Global Datanote: Flash manufacturing PMI, Japan, July

In one line: manufacturing index slammed by falling output; July should be low point after US-Japan trade deal

Duncan WrigleyGlobal

CHINA+ DATA WRAP 24 July 2025: Japan's PMI should improve after deal

Japan's weak manufacturing PMI should rise after US-Japan trade deal

Services activity rose

Duncan WrigleyChina+

EZ Datanote: GfK Consumer Confidence, Germany, August 2025

In one line: Income expectations are firming, but so are saving intentions.

Claus Vistesen (Chief Eurozone Economist)Eurozone

PM Datanote: US Existing Home Sales, June

Weak demand and recovering supply are putting pressure on prices.

Oliver Allen (Senior US Economist)US

25 July 2025 US Monitor. Trade deal progress implies little change in average tariff rates

  • Recent completed and rumoured trade “deals” mean August 1 looks like less of a tariff cliff-edge. 
  • But these agreements imply little change in the overall average effective tariff rate on US imports. 
  • The weakness in new home sales in June probably is here to stay, weighing further on housing starts. 

Oliver Allen (Senior US Economist)US

25 July 2025 LatAm Monitor Mexico's inflation slows again, but services still an issue, for now

  • Disinflation has resumed in Mexico, driven by softer food and energy prices; services are still a challenge.
  • Favourable base effects, a stronger MXN and subdued demand continue to support disinflation.
  • July data support a 25bp Banxico rate cut, as structural pressure limits the magnitude of easing.

Andrés Abadía (Chief LatAm Economist)Latin America

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