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.

Datanotes

PM Datanote: Economic activity index, Chile, February, 2025

  • In one line: A poor headline, but the underlying trend remains positive.

Andrés Abadía (Chief LatAm Economist)Latin America

EZ Datanote: Unemployment, Eurozone, February 2025

In one line:  A new record low; another data point for ECB hawks. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: PMI, Switzerland, March 2025

In one line: Our PM composite PMI points to another solid increase in GDP in Q1.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation, Germany, March 2025

In one line: We now see the March EZ HICP up by 0.7% m/m, and by 2.2% y/y.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EM Asia Datanote: Core Industries, India, February

  • In one line: Blame mainly an unsurprising reversal of the January jump in petroleum products.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EZ Datanote: State CPIs, Germany, March 2025

In one line: Headline in line with consensus; core looks strong considering Easter effects. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EM Asia Datanote: Retail Sales, Thailand, January

  • In one line: First red ink since mid-2023, as the inexplicable lift from ‘other’ sales continues to unwind.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PM Datanote: Industrial Production and Retail Sales, Chile, February, 2025

  • In one line: Poor headlines, but we think growth momentum will remain positive in H1.

Andrés Abadía (Chief LatAm Economist)Latin America

China+ Datanote: Official Manufacturing PMI, China, March

China's manufacturing PMI nudges up, but sentiment ebbs

Duncan WrigleyChina+

CHINA+ DATA WRAP 31 March 2025: China's manufacturing PMI nudges up

China's manufacturing PMI nudges up, but sentiment ebbs; construction order slump is worrying

Duncan WrigleyChina+

PM Datanote: US Personal Incomes & Spending, February

Clear signs of an underlying consumer slowdown.

Samuel TombsUS

EZ Datanote: ECB Consumer Inflation Expectations, EZ, February & Unemployment, Germany, March

In one line: EZ inflation expectations hold steady; further increases in German unemployment are on the way.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation, France/Spain, Mar & INSEE Consumers' Spending, France, Feb

In one line:  Inflation in France and Spain came in below expectations; another setback in French spending. 

Melanie Debono (Senior Eurozone Economist)Eurozone

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