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: U.K. BRC Retail Sales Monitor, September 2025

  • In one line: Retail sales holding up given a tube shutdown and wet weather in September.

Global Datanote: CPI, India, September 2025

  • In one line: Food & beverage deflation is back, and will likely deepen this month.

EM Asia Datanote: CPI, India, September 2025

  • In one line: Food & beverage deflation is back, and will likely deepen this month.

UK Datanote: UK Report on Jobs Survey, September 2025

  • In one line: Payroll falls will ease as tax hike hit begins to fade.

Global Datanote: CPI, Mexico, September, 2025

  • In one line: Disinflation holds, but core pressures persist.

Global Datanote: CPI, Brazil, September, 2025

  • In one line: Inflation rises marginally, but disinflation remains on track.

PM Datanote: CPI, Mexico, September, 2025

  • In one line: Disinflation holds, but core pressures persist.

Global Datanote: Bangko Sentral ng Pilipinas Decision, October 2025

  • In one line: Surprise, surprise… we weren’t at the “sweet spot” after all.

EM Asia Datanote: Bangko Sentral ng Pilipinas Decision, October 2025

  • In one line: Surprise, surprise… we weren’t at the “sweet spot” after all.

UK Datanote: UK RICS Residential Market Survey, September 2025

  • In one line: Budget uncertainty will keep housing market weak until November.

PANTHEON EM ASIA DATA WRAP 9 October 2025

Q3 is shaping up to be fairly decent for Indonesian retail sales

Global Datanote: Exports, Korea, September, 2025

In one line: Korea’s headline export surge masks WDA slump; Strong chip demand still underpins outlook.

China+ Datanote: Foreign Reserves, China, September

In one line: China’s FX reserves edge higher, supported by portfolio inflows and persistently strong trade surplus.

China+ Datanote: Exports, Korea, September

In one line: Korea’s headline export surge masks WDA slump; Strong chip demand still underpins outlook.

China+ Datanote: Tankan Survey, Japan, Q3

In one line: Fimer Tankan readings pave way for BoJ policy normalisation in October.

China+ Datanote: Manufacturing PMI ,Korea, September

In one line: Korean manufacturing activity surged in September on stronger orders and output.

Global Datanote: Bank of Thailand Decision, October 2025

  • In one line: Expect this to be a temporary pause from the new Governor and Co.
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Keywords for: Publications

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