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

UK Datanote: Construction PMI, January 2025

  • In one line: The Construction PMI tanks, but was driven by erratic falls and should improve.

Rob Wood (Chief UK Economist)UK

EZ Datanote: Retail Sales, EZ, December 2024

In one line: Retail sales still rose in Q4, and further increases are likely. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Construction PMIs, Eurozone, January 2025

In one line: Still pointing to underlying weakness in construction. 

Melanie Debono (Senior Eurozone Economist)Eurozone

PANTHEON EM ASIA DATA WRAP 6 February 2025

Everyone seems to have forgotten the Tet noise in Vietnamese trade
A more believable retail sales print from Vietnam, no doubt flattered by Tet
Healthcare costs provide Vietamese inflation with a further—much bigger—jolt
Thai inflation continues to float just a touch above the lower bound of BoT's target range

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 5 February 2025

Exports and public spending helped to keep Indonesia’s ship absurdly 'steady’ in Q4
Philippine inflation should start to move sideways from here

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EZ Datanote: Factory Orders, Germany, December 2024

In one line: Signs of underlying strength, despite boost from major orders.

Claus Vistesen (Chief Eurozone Economist)Eurozone

PM Datanote: US ISM Services Survey, February

Underlying services inflation still likely to decline.

Oliver Allen (Senior US Economist)US

PM Datanote: US ISM Services Survey, January

Underlying services inflation still likely to decline.

Oliver Allen (Senior US Economist)US

PM Datanote: US ADP Employment, January

Poor track record suggests ADP’s resilient picture should be disregarded.

Samuel TombsUS

PM Datanote: Industrial Production, Brazil, December, 2024

  • In one line: The first quarterly contraction in more than a year, and the outlook is difficult.

Andrés Abadía (Chief LatAm Economist)Latin America

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

  • In one line: Payroll tax hikes boost inflation and cut growth; the MPC will have to plot a middle path.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Car Registrations, January 2025

  • In one line: Private car registrations fall eases in January; the trend should improve in 2025.

Rob Wood (Chief UK Economist)UK

CHINA+ DATA WRAP 5 February 2025: China's Caixin services activity slows

China's Caixin services activity slows, but sentiment improves
Japanese wages enjoy year-end bonus boost

Duncan WrigleyChina+

PM Datanote: US JOLTS, December

Labor demand still deteriorating, amid tight monetary policy and elevated uncertainty.

Samuel TombsUS

Global Datanote: Economic activity index, Chile, December, 2024

  • In one line: The recovery continues, and expect further good news in Q1. 

Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: Economic activity index, Chile, December, 2024

  • In one line: The recovery continues, and expect further good news in Q1. 

Andrés Abadía (Chief LatAm Economist)Latin America

UK Datanote: UK Final Manufacturing PMI, January 2025

  • In one line: President Trump’s tariffs will snuff out a nascent rebound in the PMI.

Rob Wood (Chief UK Economist)UK

  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