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

PANTHEON EM ASIA DATA WRAP 7 January 2026

Reviving food inflation should soon return Thai CPI to the black

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.

PANTHEON EM ASIA DATA WRAP 6 January 2026

GDP growth in Vietnam surprisingly holds steady above 8%
A robust end to the year for Vietnamese exports, but momentum continues to fade
December bump salvages Vietnamese real retail sales in Q4
Rising food inflation in Vietnam cushions what could have been a bigger December deceleration
Encouraging, but Philippine sales are still broadly struggling
Philippine food inflation is finally reviving

UK Datanote: UK Money & Credit, November 2025

  • In one line: The money and credit data for November show a solid footing for activity in 2026.

EZ Datanote: PMIs, Switzerland, December 2025

In one line: Dire straits in manufacturing, but big improvement in services.

PANTHEON EM ASIA DATA WRAP 5 January 2026

The H2 surge in ASEAN manufacturing ends on a soft note
Slump in Indonesian export growth should soon bottom-out
Brace for a Q1 spike in headline inflation in Indonesia

Global Datanote: GDP, US, Q3 2025

In one line: Q3's strength is unlikely to be sustained.

Global Datanote: LPRs, China, December 2025

In one line: China's LPRs unchanged for seventh straight month amid lower tariff risks

CHINA+ DATA WRAP 22 December 2025: China's LPRs unchanged

China's LPRs unchanged for seventh straight month amid lower trade risks

UK Datanote: U.K. Consumer Prices, November 2025

  • In one line: Downside news focused in volatile items and partly driven by early discounting, while underlying inflation pressures remained firm.
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Keywords for: Publications

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