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

PANTHEON EM ASIA DATA WRAP 10 February 2026

Indonesian retail sales took a—likely temporary—breather at the end of 2025
Price effects flatter Malaysian retail sales growth in December

CHINA+ DATA WRAP 9 February 2026: Japan's regular pay growth steady

In one line: Japan's regular pay growth steady, as PM Takaichi secures resounding election win

EZ Datanote: Industrial Production & Trade Balance, Germany, December 2025

In one line: Production stung by falling auto output, but still managed a decent Q4. 

PANTHEON EM ASIA DATA WRAP 6 February 2026

The RBI’s likely long pause is here
Don’t buy Vietnam’s Tet-distorted January trade headlines
A more than decent start to 2026 for retail sales in Vietnam
Huge healthcare hike in January last year drops out of Vietnamese inflation
Nascent signs of a recovery in Philippine sales

UK Datanote: UK MPC Decision and Minutes, February 2026

  • In one line: Dovish vote and minutes make March close call and signal a desire to cut twice this year at least. 

UK Datanote: Construction PMI, January 2026

  • In one line: Construction activity to grind only modestly higher as tailwinds dissipate.

UK Datanote: UK Car Registrations, January 2026

  • In one line: Autos registrations will continue to rise slowly over the coming year.

UK Datanote: UK Final Services and Composite PMI, January 2026

  • In one line: Rebounding growth as uncertainty falls and stubborn price pressures point to just one Bank Rate cut this year.

UK Datanote: UK Final Manufacturing PMI, January 2026

  • In one line: Manufacturing activity can rise at a steady rate in 2026.

UK Datanote: UK Money & Credit, December 2025

  • In one line: More downbeat money and credit data, but good enough to signal economic growth close to potential.

EZ Datanote: Retail Sales, Eurozone, December 2025

In one line: Down in December, but Q4 was still better than Q3. 

EM Asia Datanote: CPI, Taiwan, January 2026

  • In one line: Big disinflation surprise, due to Lunar New Year noise.

EZ Datanote: Construction PMIs, Eurozone, January 2026

In one line: Reverses year-end gains, price pressures intensify. 

EZ Datanote: Factory Orders, Germany, December 2025

In one line: Momentum is building, but running well ahead of the survey data.

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Keywords for: Publications

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