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: BoJ Policy Decision, Japan, May

BoJ's newly bearish tone on inflation risks supports our view that rate hikes are on hold this year

CHINA+ DATA WRAP 1 May 2025: BoJ adopts bearish inflation outlook

BoJ's newly bearish tone on inflation risks supports our view that rate hikes are on hold this year

PM Datanote: BanRep Announcement, Colombia, April, 2025

  • In one line: Surprise rate cut signals cautious support for the recovery.

Global Datanote: BanRep Announcement, Colombia, April, 2025

  • In one line: Surprise rate cut signals cautious support for the recovery.

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

  • In one line: House prices fall in April as the rush to beat stamp duty increases unwinds, they will rise in H2.

PM Datanote: US Personal Income & Spending / Pending Home Sales

Growth in services spending has slowed only modestly, but a sharper decline lies ahead.

Global Datanote: Advance GDP, US, Q1, 2025

  • In one line: Tariffs distort the numbers, but underlying growth was already slowing in Q1

PM Datanote: US Advance GDP, Q1

Tariffs distort the numbers, but underlying growth was already slowing in Q1.

PM Datanote: US ECI / ADP Employment

The downshift in labor cost inflation will resume, soon.

PM Datanote: US ECI / ADP Employment

The downshift in labor cost inflation will resume, soon.

EZ Datanote: Advance GDP, EZ, Q1 2025

In one line: GDP growth pick up in Q1 will prove short-lived as trade uncertainty hits. 

EZ Datanote: State CPIs & Unemployment, Germany, April/March 2025

In one line: Germany CPI looks softer than we anticipated, but core inflation rose. 

Global Datanote: Advance GDP, Mexico, Q1, 2025

  • In one line: Agricultural rebound masks broad-based weakness.

PM Datanote: Advance GDP, Mexico, Q1, 2025

  • In one line: Agricultural rebound masks broad-based weakness.

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

  • In one line: Consumption resilient amid headwinds, but confidence wavers as external risks build.

EM Asia Datanote: Retail Sales, Thailand, February

  • In one line: Ignore the inflated headline, but households had a decent Q1.

Global Datanote: Bank of Thailand Decision

  • In one line: Compelled by the US’ tariff war, and allowed for by a resumption of sub-1% inflation.
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Keywords for: Publications

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