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

Global Datanote: Employment, US, April 2026

  • In one line: A mixed bag; hiring indicators suggest a long wait for a substantial improvement.
Samuel TombsGlobal

PM Datanote: Inflation, Chile, April, 2026

  • In one line: Inflation jumped on fuel prices, but underlying pressures remained contained.
Andrés Abadía (Chief LatAm Economist)Latin America

EM Asia Datanote: Trade, Taiwan, April

  • In one line: Moderating; finally.
Meekita Gupta (Asia Economist)Emerging Asia

EZ Datanote: Industrial Production, Spain, March 2026

In one line: In one line: A strong end to Q1, but the quarter was poor all the same.

Claus Vistesen (Chief Eurozone Economist)Datanotes

EZ Datanote: Industrial Production & Trade Balance, Germany, March 2026

In one line: Output is undershooting leading indicators; net trade boosted Q1 GDP growth.

Claus Vistesen (Chief Eurozone Economist)Datanotes

PM Datanote: Industrial Production, Brazil, March, 2026

  • In one line: Industrial activity continues to recover, but momentum remains fragile.
Andrés Abadía (Chief LatAm Economist)Latin America

Global Datanote: Banxico Announcement, Mexico, May, 2026

  • IIn one line: Banxico cuts rates, likely ending the easing cycle.
Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: Banxico Announcement, Mexico, May, 2026

  • In one line: Banxico cuts rates, likely ending the easing cycle.
Andrés Abadía (Chief LatAm Economist)Latin America

PM Datanote: US Productivity & Unit Labor Costs / Weekly Jobless Claims

Strong productivity growth is restraining unit labor costs.

Oliver Allen (Senior US Economist)US

EM Asia Datanote: CPI, Taiwan, April

  • In one line: Potentially the peak.
Meekita Gupta (Asia Economist)Emerging Asia

Global Datanote: CPI, Mexico, April, 2026

  • In one line: Core inflation remains sticky, keeping Banxico cautious.
Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: CPI, Mexico, April, 2026

  • In one line: Core inflation remains sticky, keeping Banxico cautious.
Andrés Abadía (Chief LatAm Economist)Latin America

Global Datanote: Bank Negara Malaysia, May 2026

  • In one line: No surprises.
Meekita Gupta (Asia Economist)Global

EM Asia Datanote: Bank Negara Malaysia Decision, May 2026

  • In one line: No surprises.
Meekita Gupta (Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 7 May 2026

The main reason why the BSP should be reluctant to hike further

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PM Datanote: US ADP Employment, April 2026

Too unreliable to bank on a labor market upturn.

Oliver Allen (Senior US Economist)US

PANTHEON EM ASIA DATA WRAP 6 May 2026

Iran war ’saves’ Thailand from prolonged deflation
Already signs of an inflation squeeze on Philippine sales

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PM Datanote: US JOLTS / ISM Services Survey

Labor demand still trending down, implying March payrolls jump was just a blip.

Samuel TombsUS

EZ Datanote: Inflation, Switzerland, April 2026

In one line: SNB to stand pat through 2026 as the economy faces stagflation.  

Ankita Amajuri (Eurozone Economist)Eurozone

Global Datanote: Manufacturing PMI, ASEAN, April 2026

  • In one line: Still losing steam.
Miguel Chanco (Chief EM Asia Economist)Global
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Keywords for: Publications

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