Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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: Manufacturing PMI, ASEAN, February

  • In one line: A 7-month high, but no clear signs of US front-loading, yet. 

Miguel Chanco (Chief EM Asia Economist)Global

EZ Datanote: PMI, Switzerland, February 2025

In one line: Consistent with another 0.5% q/q increase in GDP in Q1; price pressures rising.

Melanie Debono (Senior Eurozone Economist)Eurozone

PANTHEON EM ASIA DATA WRAP 3 March 2025

A 7-month high for ASEAN’s PMI, but no clear signs of US front-loading, yet
A surprising—though likely temporary—dip into outright deflation in Indonesia

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

China+ Datanote: Caixin Manufacturing PMI, China, February

Manufacturing sentiment rebounds, despite the brewing trade war

Duncan WrigleyChina+

CHINA+ DATA WRAP 3 March 2025: China sentiment revival despite brewing trade war

Caixin PMI shows manufacturing sentiment rebound, despite the brewing trade war

Duncan WrigleyChina+

China+ Datanote: Official Manufacturing PMI, China, February

Post-holiday activity rebound, but firms still wary ahead of the Two Sessions and tariff hikes

Duncan WrigleyChina+

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+

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Region

Filter by Publication Type

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters
 

Sign up for your complimentary trial

To start your complimentary trial, highlight the areas you are interested in subscribing to and click next.

United States

Eurozone

United Kingdom

China +

Emerging Asia

Latin America

Next

 
Consistently Right
Access Key Enabled Navigation
Keywords for: Publications

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