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: Detailed Q4 GDP & GfK Consumer Confidence, Germany

In one line: Strong momentum in domestic demand, but risks still loom in early 2026.

PM Datanote: US Consumer Confidence, February 2026

Still pointing to a weaker labor market, but big recent revisions raise questions.

PM Datanote: Bi-weekly CPI, Mexico, February, 2025

  • In one line: Core pressures keep inflation near 4%, limiting Banxico’s room to ease.

Global Datanote: Loan Prime Rate, China, February 2026

In one line: LPRs unchanged, with China relying on fiscal policy to support growth

CHINA+ DATA WRAP 24 February 2026: LPRs unchanged

In one line: LPRs unchanged, with China relying on fiscal policy to support growth


PANTHEON EM ASIA DATA WRAP 23 February 2026

An undoubtedly hot start to the year for two-way trade in Thailand

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

Pointing to a slowdown in underlying GDP growth in Q1.

PM Datanote: US New Home Sales, November / December 2025

The latest sales data are near worthless; homebuilders are still under pressure.

PM Datanote: US Advance GDP Q4 / Spending & Incomes, Q4 / December 2025

Underlying growth still solid in Q4, but likely to wane.

EZ Datanote: Advance PMIs, France, February 2026

In one line: A modest rebound, but GDP growth is doing better than implied by the PMIs. 

Global Datanote: Flash PMIs, France, February 2026

In one line: A modest rebound, but GDP growth is doing better than implied by the PMIs. 

Global Datanote: National CPI, Japan, January 2026

In one line: Japan's cooling consumer inflation justifies BoJ taking time on rate hike

Global Datanote: Flash PMIs, Japan, February 2026

In one line: Flash PMIs lifted by tech sector and landslide election victory 

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Keywords for: Publications

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