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: IPCA-15, Brazil, February, 2025

  • In one line: Seasonal firmness, but disinflation remains intact.

EZ Datanote: Advance Inflation, Germany, February 2026

In one line: A slight downside surprise, offsetting upside surprises in France and Spain. 

EM Asia Datanote: GDP, India, Q4

  • In one line: New series paints a more stable picture of recent years; ’statistical discrepancies’ no longer a bug-bear. 

EZ Datanote: Unemployment and State CPIs, Germany, February 2026

In one line: Stability in the labour market, for now; state CPIs tilt dovish. 

EZ Datanote: ECB CES, Eurozone, January 2026

In one line: Still well above 2%, but little impact on the ECB’s reaction function. 

EZ Datanote: Advance Inflation & Consumers' Spending, France, Feb/Jan 2026

In one line: EZ inflation still looks dovish for February, but not enough to shift the ECB’s stance. 

EM Asia Datanote: Retail Sales, Thailand, December 2025

  • In one line: Household momentum is rebuilding, but still nowhere near as fast as this absurd headline suggests.

PANTHEON EM ASIA DATA WRAP 27 February 2026

Ignore the y/y misses; lots to be reassured about in the Philippine trade details

EZ Datanote: EC Sentiment, Eurozone, February 2026

In one line: Sentiment edges down, price pressures remain elevated. 

EZ Datanote: Money Supply, Eurozone, January 2026

In one line: A strong rise in M1 growth; did lending growth really slow?

EZ Datanote: ISTAT Business Confidence, Italy, February 2026

In one line: Slight deterioration, but consumers and retailers are upbeat.

Global Datanote: Final Inflation, Eurozone, January 2026

In one line: Dovish, but far from underwriting a further rate cut. 

EZ Datanote: Final Inflation, Eurozone, January 2026

In one line: Dovish, but far from underwriting a further rate cut. 

EZ Datanote: INSEE Consumer Confidence, France, February 2026

In one line: Sentiment improved, but unemployment fears remain high. 

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Keywords for: Publications

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