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

UK Datanote: UK Money & Credit, September 2025

  • In one line: Rising mortgage approvals and solid credit flows suggest confident consumers.

PM Datanote: US Pending Home Sales, September 2025

Rates still too high for a sustained housing market renaissance.

EZ Datanote: ECB BLS, EZ, Q3 2025

In one line: Lending standards tightened again, but demand for loans is still rising, just.

EZ Datanote: ISTAT Business Confidence & ECB CES, Oct/Sep 2025

In one line: Italian GDP growth will pick up in Q4; Inflation expectations stabilising at a high level.

EZ Datanote: Money Supply, EZ, Sep 2025

In one line: Still pointing to decent growth alongside credit figures

PM Datanote: US CPI, September 2025

Tariffs still pushing goods inflation higher, but services inflation looks soft under the hood.

PM Datanote: CPI, US, September 2025

Tariffs still pushing goods inflation higher, but services inflation looks soft under the hood.

EZ Datanote: Flash PMIs, EZ, October 2025

In one line: Driven higher by pick up in German activity. 

UK Datanote: Retail Sales, September 2025

  • In one line:Retail sales should continue to rise despite Budget uncertainty.

UK Datanote: UK GfK Consumers' Confidence Survey, October 2025

  • In one line: Consumers are resilient in the face of tax hike rumours.

UK Datanote: UK Flash PMIs, October 2025

  • In one line: Growth to hold up in Q4 despite Budget uncertainty, but softening inflation indicators gives the MPC doves hope.
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Keywords for: Publications

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