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: GDP, US, Q3 2025

In one line: Q3's strength is unlikely to be sustained.

Global Datanote: LPRs, China, December 2025

In one line: China's LPRs unchanged for seventh straight month amid lower tariff risks

CHINA+ DATA WRAP 22 December 2025: China's LPRs unchanged

China's LPRs unchanged for seventh straight month amid lower trade risks

UK Datanote: U.K. Consumer Prices, November 2025

  • In one line: Downside news focused in volatile items and partly driven by early discounting, while underlying inflation pressures remained firm.

UK Datanote: U.K. CBI Industrial Trends Survey, December 2025

  • In one line: Post-Budget relief boosts manufacturing sentiment, but activity will rise only slowly in 2026.

UK Datanote: Retail Sales, November 2025

  • In one line:Budget chaos hits retail sales, but arguably by less than might have been feared.

UK Datanote: U.K. Official House Price Index, October 2025

  • In one line: Weak house price inflation in October means we cut our Q4 forecast. 

UK Datanote: UK Public Finances, November 2025

  • In one line:Fiscal plans rest on shaky foundations.

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

  • In one line: A post-Budget sigh of relief from consumers, and sentiment has further to rise.

UK Datanote: UK MPC Decision and Minutes, December 2025

  • In one line: Cautious cut, we see one more in April, but it will be another closely fought decision. 

EZ Datanote: ECB Rate Decision, December 2025

In one line: On hold, chances of further easing still slim to none.

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Keywords for: Publications

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