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: 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

CHINA+ DATA WRAP 30 April 2026: Manufacturing sector resilient to energy shock

In one line: China's manufacturing sector holds up well in April; Services slows after the holiday boost; Construction PMI drop is puzzling

PANTHEON EM ASIA DATA WRAP 30 April 2026

A broadly constructive deterioration of the Philippines' trade balance in Q1

PM Datanote: US Housing Starts, February/March 2026

Spending growth probably still slowing, labor market still weak.

EZ Datanote: Advance Inflation, Germany, April 2026

In one line: Services flattered by plunge in package holiday inflation. 

EZ Datanote: EC ESI, Eurozone, April 2026

In one line: Inflation expectations soar, sentiment slumps.

EZ Datanote: ISTAT Business Confidence, Italy, April 2026

In one line: Broad-based fall in confidence; inflation expectations soar.  

EZ Datanote: State CPIs, Germany, April 2026

In one line: Temporary relief from plunge in package holiday inflation. 

April 2026 - UK Chartbook

GROWTH HOLDS UP WHILE INFLATION JUMPS...

  • …SO WE EXPECT AN MPC RATE HIKE IN JUNE

April 2026- EZ Economic Chartbook

THE EUROZONE IS SLIPPING BACK INTO STAGFLATION…

  • …THE ECB WILL FOCUS ON INFLATION WITH TWO RATE HIKES THIS YEAR

Global Datanote: Bank of Thailand Decision, April 2026

  • In one line: The war has been ‘good’ for the MPC’s policy space.

EM Asia Datanote: Bank of Thailand Decision, April 2026

  • In one line: The war has been ‘good’ for the MPC’s policy space.

PM Datanote:Industrial Profits, China, March

In one line: Hi-tech and energy-related upstream sectors drive Chinese industrial profit growth higher in Q1

PM Datanote: National CPI, Japan, March

In one line: Japan National CPI firms on core goods and fading energy drag; BoJ likely to delay hike next week.

PM Datanote: Flash PMIs, Japan, April

In one line: Japan manufacturing boosted by precautionary front-loading amid supply shocks while services slow

PM Datanote: Exports, Japan, March

In one line: Japan exports rebound in March on post-LNY China demand; BoJ hike likely delayed to June after media leak

PM Datanote: 20-Day Exports, Korea, April

In one line: Korea exports still strong in early April, led by semiconductors.

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Keywords for: Publications

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