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

EZ Datanote: INSEE Business & Consumer Confidence, France, March 2026

In one line: Relatively stable, but consistent with downside risk to growth. 

EZ Datanote: GfK Consumer Confidence, Germany, April 2026

In one line: Stung by sharp declines in income, and overall, expectations. 

PM Datanote: BCCh Rate Decision, Chile, March, 2026

  • In one line: Rates on hold, policy turns cautious after Middle East oil shock.

PM Datanote: US S&P Global Composite PMI, March 2026

Energy shock adding to the headwinds for growth and employment.

Global Datanote: Bi-weekly CPI and EAI, Mexico, March/January, 2026

  • In one line: Inflation surprised to the upside, while activity weakened sharply at the start of the year.

PM Datanote: Bi-weekly CPI and Economic activity index, Mexico, March/January, 2026

  • In one line: Inflation surprised to the upside, while activity weakened sharply at the start of the year.

EM Asia Datanote: Customs Trade, Thailand, February 2026

  • In one line: Fundamental downward pressure on the THB is building rapidly.

EZ Datanote: Advance Composite PMI, Germany, March 2026

In one line: Services knocked over amid strength in manufacturing. 

Global Datanote: Flash Manufacturing PMI, Japan, March

  • domestic demand weakened, while manufacturers’ sentiment was resilient

Global Datanote: National CPI, Japan, February

  • In one line: In one line: inflation fell in February, ahead of oil price surge

CHINA+ DATA WRAP 24 March 2026: Japan's inflation fell, ahead of oil price surge

In one line: Japan's inflation fell in February, ahead of oil price surge; Services firms' sentiment dives to mid-2020 level

EZ Datanote: Flash EC Consumer Confidence, Eurozone, March 2026

In one line: Initial hit from Trump’s war is worse for EZ sentiment than his tariffs. 

Global Datanote: 20-Day Exports, Korea, March 2026

  • In one line: Korean exports jump, thanks to chip sales; oil product shipments surge

CHINA+ DATA WRAP 23 March 2026: Korean exports jump, thanks to chip sales

In one line: Korean exports jump, thanks to chip sales; oil product shipments surge

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Keywords for: Publications

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