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: 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.

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
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Keywords for: Publications

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