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

PM Datanote: US Employment, December 2025

Still weak enough to sustain the pressure for more Fed easing.

Global Datanote: Employment, US, December 2025

In one line: Still weak enough to sustain the pressure for more Fed easing.

UK Datanote: Construction PMI, December 2025

  • In one line: Few reasons for builders to be more optimistic in 2026, so the construction PMI will remain weak.

UK Datanote: Bank of England Decision Maker Panel, December 2025

  • In one line: Job falls ease after the Budget circus ends while inflation remains stick.

PM Datanote: CPI, Brazil, September, 2025

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

PM Datanote: President Boluarte impeached, Peru, Oct 2025

  • In one line: President Boluarte removed; uncertainty persists but economy remains resilient.

PM Datanote: Retail Sales, Brazil, August, 2025

  • In one line: Showing tentative signs of stabilisation, but tight financial conditions remain a drag.

EM Asia Datanote: Trade, Taiwan, December 2025

  • In one line: Export growth eases, but Q4 GDP remains on track for a millennia-high.

China+ Datanote: Foreign Reserves, China, December

In one line: China’s FX reserves rise on currency valuation gains as dollar weakens in December

China+ Datanote: Mfg PMIs, China, December

In one line: China’s manufacturing PMIs edges back into expansion, but sustainability remains in question

EZ Datanote: ESI and Unemployment, Eurozone, Dec/Nov 2025

In one line: Modestly hawkish as selling prices rise and unemployment dips.

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Keywords for: Publications

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