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: 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.

Global Datanote: CPI, Chile, October, 2025

  • In one line: Inflation eases, pointing to softer Q4 average.

PM Datanote: CPI, Chile, October, 2025

  • In one line: Inflation eases, pointing to softer Q4 average.

Global Datanote: CPI, Mexico, October, 2025

  • In one line: Headline inflation drops again in October, supporting Banxico’s cautious easing path.

PM Datanote: CPI, Mexico, October, 2025

  • In one line: Headline inflation drops again in October, supporting Banxico’s cautious easing path.

EM Asia Datanote: Trade, Taiwan, October 2025

  • In one line: Export growth continues to shock to the upside.

EZ Datanote: Trade Balance, Germany, September 2025

In one line: Exports to the US rebounding; deficit with China widening.

PANTHEON EM ASIA DATA WRAP 7 November 2025

The Philippines’ Q3 GDP was ugly all around
Still no light at the end of the tunnel in the sales data

UK Datanote: UK MPC Decision and Minutes, November 2025

  • In one line: Dovish hold, so we are comfortable with our call for a December cut. 

UK Datanote: UK Final Services and Composite PMI, October 2025

  • In one line: Firms brush off Budget uncertainty, and steady growth should keep the MPC on hold.

EM Asia Datanote: CPI, Taiwan, October 2025

  • In one line: Probably the boost from the autumn moon festival.
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Keywords for: Publications

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