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

China+ Datanote: Official Non-Manufacturing PMI, China, February

 Construction activity rebound looks mainly seasonal; too soon to say if a real infrastructure push is coming

Duncan WrigleyChina+

China+ Datanote: Exports, Korea, February

Outlook still gloomy, after sifting through the holiday data distortions

Duncan WrigleyChina+

PM Datanote: US Advance Goods Trade, January

Net trade set to drag heavily on growth amid a pre-tariff surge in imports.

Oliver Allen (Senior US Economist)US

EM Asia Datanote: Core Industries, India, January

  • In one line: Offsetting base effects all over the place; momentum is solid, otherwise.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: GDP, India, Q4

  • In one line: A trade- and consumption-driven bounce; the economy is still operating below potential.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EZ Datanote: ECB Consumer Inflation Expectations, EZ, January & Unemployment, Germany, February

In one line: EZ inflation expectations ease back; further increases in German unemployment are on the way.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: State CPIs, Germany, February

In one line: Consistent with the national CPI undershooting the consensus.

Claus Vistesen (Chief Eurozone Economist)Eurozone

PM Datanote: Advance Inflation & INSEE Consumers' Spending, France, Feb/Jan

In one line: Inflation pulled lower by energy, but the core softened too; setback in spending after a strong finish to 2024.

Claus Vistesen (Chief Eurozone Economist)Eurozone

UK Datanote: U.K. Nationwide House Prices, February 2025

  • In one line: House prices rise again in February, but watch for a slowdown after April.

Rob Wood (Chief UK Economist)UK

China+ Datanote: Tokyo CPI, Japan, February

Tokyo headline inflation slows as energy subsidies restart; BoJ to stick to policy normalisation path

Duncan WrigleyChina+

CHINA+ DATA WRAP 28 February 2025: Tokyo inflation slows on energy subsidies

Tokyo headline inflation slows as energy subsidies restart; BoJ to stick to policy normalisation path

Duncan WrigleyChina+

PM Datanote: US Weekly Jobless Claims, February 22

Heavy snowfall mostly to blame for the rise.

Samuel TombsUS

PM Datanote: US Durable Goods Orders, January

Stronger growth in underlying orders unlikely to last much longer.

Oliver Allen (Senior US Economist)US

EZ Datanote: ISTAT Confidence, Italy, February 2025

In one line: Business sentiment eases despite improvement in manufacturing. 

Melanie Debono (Senior Eurozone Economist)Eurozone

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