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.

valuation and affordability

CN Datanote: RatingDog Services and Composite PMIs, China, May

In one line: China’s RatingDog composite PMI signals faster Q2 GDP growth; services PMI lifted by holiday demand

Kelvin Lam (Senior China+ Economist)China+

UK Datanote: UK Final Services and Composite PMI, May 2026

  • In one line: Slowing growth and easing price pressures skews risks towards rates on hold in 2026.
Rob Wood (Chief UK Economist)UK

PM Datanote: US Income and Spending / ECI / claims

Spending temporarily supported by tax refunds; stagnation likely in Q2.

Samuel TombsUS

PM Datanote: Unemployment and Economic activity index, Mexico, Mar/Feb, 2026

  • In one line: Labour market holds up, but activity is weakening.
Andrés Abadía (Chief LatAm Economist)Latin America

Global Datanote: Unemployment and Economic activity index, Mexico, March/February, 2026

  • In one line: Labour market holds up, but activity is weakening.
Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: Bi-weekly CPI and Retail Sales, Mexico, April/February, 2026

  • In one line: Disinflation is slow, and demand is beginning to weaken.
Andrés Abadía (Chief LatAm Economist)Latin America

Global Datanote: Bi-weekly CPI and EAI, Mexico, March/January, 2026

  • In one line: Inflation surprised to the upside, while activity weakened sharply at the start of the year.
Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: Bi-weekly CPI and Economic activity index, Mexico, March/January, 2026

  • In one line: Inflation surprised to the upside, while activity weakened sharply at the start of the year.
Andrés Abadía (Chief LatAm Economist)Latin America

UK Datanote: UK Final Services and Composite PMI, February 2026

  • In one line: Growth rebounded in the new year and price pressures remain strong
Rob Wood (Chief UK Economist)UK

PM Datanote: Industrial Production, Retail Sales, and Unemployment, Chile, January, 2025

  • In one line: Activity softened at the start of the year.
Andrés Abadía (Chief LatAm Economist)Latin America

UK Datanote: UK Final Services and Composite PMI, January 2026

  • In one line: Rebounding growth as uncertainty falls and stubborn price pressures point to just one Bank Rate cut this year.
Rob Wood (Chief UK Economist)UK

EZ Datanote: Full-year GDP, Germany, 2025

In one line: Back to growth; reversal of net trade drag a big upside risk to 2026 growth. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

Global Datanote: Full-year GDP, Germany, 2025

In one line: Back to growth; reversal of net trade drag a big upside risk to 2026 growth. 

Claus Vistesen (Chief Eurozone Economist)Global

UK Datanote: UK Final Services and Composite PMI, December 2025

  • In one line: Look past the dissapointing headline, because forward-looking balances improved and price pressures strengthened.
Rob Wood (Chief UK Economist)UK
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Keywords for: Publications

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