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

Global Datanote: CPI, Indonesia, May

  • In one line: Near-zero inflation is once again around the corner.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, April

  • In one line: A partially welcome collapse in the surplus.
Miguel Chanco (Chief EM Asia Economist)Global

PANTHEON EM ASIA DATA WRAP 2 June 2025

A partially welcome collapse in Indonesia’s trade surplus
Near-zero inflation is once again around the corner

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PM Datanote: US Weekly Jobless Claims, May 24

Cracks starting to show in the labor market.

Oliver Allen (Senior US Economist)US

PM Datanote: US Advance Goods Trade, April

Net trade and inventories on course for a big combined boost to headline GDP in Q2.

Oliver Allen (Senior US Economist)US

PM Datanote: US Personal Income & Spending, April

Consumption still resilient, but a slowdown looms.

Oliver Allen (Senior US Economist)US

PM Datanote: GDP, First Quarter, Brazil, 2025

  • In one line: Boost­ed by agriculture and capex, but momentum set to fade. 
Andrés Abadía (Chief LatAm Economist)Latin America

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

  • In one line: Retail softens in April, but growth momentum is holding up.
Andrés Abadía (Chief LatAm Economist)Latin America

EM Asia Datanote: GDP, India, Q1

  • In one line: Boosted by investment, which can’t be relied upon post-“Liberation Day”.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PM Datatnote: EZ Money Supply and Detailed Q1 GDP in Italy

In one line: Upturn in money supply continues; Italian GDP on a solid footing in Q1.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EM Asia Datanote: Retail Sales, Thailand, March

  • In one line: Disregard completely; household spending is still weakening.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EZ Datanote: Retail Sales, Germany, April 2025

In one line: Consumption growth will slow in Q2. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

PANTHEON EM ASIA DATA WRAP 30 May 2025

The April collapse in Philippine imports in context

Miguel Chanco (Chief EM Asia Economist)Emerging Asia
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Keywords for: Publications

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