Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

Pantheon Publications

Below is a list of our Publications for the last 6 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 Durable Goods Orders, March

Equipment investment set to slump after a solid Q1.

Oliver Allen (Senior US Economist)US

PM Datanote: US Weekly Jobless Claims, April 19

No preemptive layoffs by tariff-afflicted firms, but cuts are likely when sales struggle.

Samuel TombsUS

EZ Datanote: INSEE Business Confidence, France, April

In one line: French industry intends to make hay while the sun is still shining.

Claus Vistesen (Chief Eurozone Economist)Eurozone

China+ Datanote: Tokyo CPI, Japan, April

The BoJ won't be moved by the jump Tokyo headline inflation due to a statistical quirk

Duncan WrigleyChina+

CHINA+ DATA WRAP 25 April 2025: Tokyo inflation jump due to statistical quirk

The BoJ won't be moved by the jump Tokyo headline inflation due to a statistical quirk

Duncan WrigleyChina+

PANTHEON EM ASIA DATA WRAP 25 April 2025

Bigger US front-loading drives Thai export growth to a 3-year high

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EZ Datanote: IFO, Germany, April 2025

In one line: Lifted by tariff front-running, still pointing to downside risks to growth. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: INSEE Consumer Confidence, France, April

In one line: Resilient, but labour market prospects remain difficult.

Claus Vistesen (Chief Eurozone Economist)Eurozone

PM Datanote: US S&P Global Composite PMI, April

Slowing, not careering towards recession.

Samuel TombsUS

PM Datanote: Mexico, Retail Sales, February, 2025

  • In one line: Retail momentum softens in February after January’s rebound.

Andrés Abadía (Chief LatAm Economist)Latin America

China+ Datanote: Flash PMI, Japan, April

Export orders plunge amid tariff chaos

Duncan WrigleyChina+

EZ Datanote: Trade & construction, EZ, February 2025

In one line: Don’t show Donald Trump the trade charts; Construction down but still defied surveys in Q1

Melanie Debono (Senior Eurozone Economist)Eurozone

Global Datanote: Flash PMIs, Germany, April 2025

In one line: As in France, domestic demand is rattled by tariff concerns and PMI shows clear signs of tariff front-running.

Claus Vistesen (Chief Eurozone Economist)Global

EZ Datanote: Flash PMIs, Germany, April 2025

In one line: As in France, domestic demand is rattled by tariff concerns and PMI shows clear signs of tariff front-running.

Melanie Debono (Senior Eurozone Economist)Eurozone

25 April 2025 US Monitor How big is the threat from higher Treasury yields to small banks?

  • Small banks have run down their Treasury holdings since 2023, especially long bonds.
  • The biggest risk for small banks is further tariff escalation, which would hit CRE valuations and lift yields.
  • A tariff-driven bounce in business investment in Q1 will give way to a slump in Q2 and Q3.

Samuel TombsUS

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Region

Filter by Publication Type

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters
 

Sign up for your complimentary trial

To start your complimentary trial, highlight the areas you are interested in subscribing to and click next.

United States

Eurozone

United Kingdom

China +

Emerging Asia

Latin America

Next

 
Consistently Right
Access Key Enabled Navigation
Keywords for: Publications

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