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

EZ Datanote: GDP flash, Switzerland, Q3 2025

In one line: Worse than we thought; upside risks loom for Q4.

CHINA+ DATA WRAP 17 November 2025: Japan's GDP fell in Q3

Weak net exports of goods and tourism hit growth
Private consumption was sluggish
Business non-residential investment was resilient




EZ Datanote: GDP (2nd Est.), Employment & Trade Balance, EZ, Q3/Sept 2025

In one line: Drag from net trade in goods disappeared in Q3, as US exports jumped, supporting the confirmed picked up in GDP growth.

Global Datanote: BCRP Rate Decision, Peru, November, 2025

  • In one line: On hold, reflecting a cautious global backdrop despite continued soft inflation.

PM Datanote: BCRP Rate Decision, Peru, November, 2025

  • In one line: On hold, reflecting a cautious global backdrop despite continued soft inflation.

PM Datanote: Retail Sales, Brazil, September, 2025

  • In one line: Weak end to Q3 confirms sluggish household demand amid tight financial conditions.

Global Datanote: CPI, India, October 2025

  • In one line: Headline is going nowhere for the rest of this year.

EM Asia Datanote: CPI, India, October 2025

  • In one line: Headline is going nowhere for the rest of this year.

EZ Datanote: ZEW, Germany, November 2025

In one line: A minor dip; investor sentiment still signals a solid PMI.

UK Datanote: U.K. BRC Retail Sales Monitor, October 2025

  • In one line: Fiscal worries begin to weigh on consumer spending.

PANTHEON EM ASIA DATA WRAP 11 November 2025

Decent, if unspectacular, close to Q3 for Indonesian retail sales
Sales days and festivals boost Malaysian retail

EZ Datanote: Sentix, Eurozone, November 2025

In one line: Down but still consistent with faster GDP growth in Q4.

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Keywords for: Publications

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