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.

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Datanotes

CHINA+ DATA WRAP 28 November 2025: Tokyo inflation slows slightly

Tokyo inflation slows slightly, with hints of steady wage inflation going into 2026





EZ Datanote: Retail Sales, Germany, October 2025

In one line: Plateauing after strong growth earlier in the year.

EZ Datanote: ESI, EZ, November 2025

In one line: Another survey suggesting ECB easing is over.

PM Datanote: US Durable Goods Orders, September 2025

Improving slightly, but investment still soft outside of tech.

UK Datanote: UK Flash PMIs, November 2025

  • In one line: Dovish even if the PMI overreacts to politics, so a December rate cut is even more likely.

PM Datanote: US PPI, September 2025

Core PCE inflation set to undershoot the FOMC’s forecast in Q4.

EZ Datanote: Detailed GDP, Germany, Q3 2025

In one line: Stung by falling consumption and another hit from falling net trade.

PANTHEON EM ASIA DATA WRAP 25 November 2025

Thailand's bigger-than-expected October deficit masks resurgent US exports

EZ Datanote: Flash PMIs, Eurozone, November 2025

In one line: Still pointing to upside risks to our forecast for Q4.

Global Datanote: Flash PMIs, Eurozone, November 2025

  • In one line: Still pointing to upside risks to our forecast for Q4.

EZ Datanote: Flash PMIs, Germany, November 2025

In one line: Private sector activity growth slows but Q4 still set to be better than Q3.

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Keywords for: Publications

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