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

CHINA+ DATA WRAP 20 February 2026: Japan's cooling consumer inflation

In one line: Cooling consumer inflation justifies BoJ taking time on rate hike 

PM Datanote: US Pending Home Sales, January 2026

Relapsing independently of the snowstorms.

EZ Datanote: Advance EC Consumer Confidence, Eurozone, February 2026

In one line: EZ consumer sentiment up once again, but by only a bit this time.

Global Datanote: Economic activity index, Brazil, December, 2025

  • In one line: Activity ended 2025 on a soft note, reinforcing the case for easing ahead.

PM Datanote: Economic activity index, Brazil, December, 2025

  • In one line: Activity ended 2025 on a soft note, reinforcing the case for easing ahead.

EZ Datanote: Construction Output, Eurozone, December 2025

In one line: Things are looking up, aside from a small bump in the road in January.

PM Datanote: US Housing Starts, November/December 2025

Permits still lower than in early 2025; a further drop beckons.

UK Datanote: U.K. Consumer Prices, January 2026

  • In one line: Inflation miss too small to stop a March rate cut, but stubborn services inflation means a second cut this year is far from certain.

UK Datanote: U.K. Official House Price Index, December 2025

  • In one line: The housing market was resilient in 2025, but prices will rise more quickly in 2026.

EZ Datanote: Final Inflation, France, January 2026

In one line: Fall in electricity prices offset by higher prices at the petrol pump.

EZ Datanote: ZEW Economic Sentiment, Germany, February 2026

In one line: Falls short of consensus’ expectations, but morale still high. 

UK Datanote: U.K. BRC Retail Sales Monitor, January 2026

  • In one line: Consumers’ spending will boost January GDP growth.

UK Datanote: UK International Trade, December 2025

  • In one line: The trade deficit has some room to further improve.

UK Datanote: UK GDP December 2025

  • In one line:Disappointing Q4 keeps a March rate cut on track, but underlying momentum looks too solid for more than one rate cut this year.

UK Datanote: UK Report on Jobs Survey, January 2026

  • In one line: Hiring sentiment has further to improve in Q1.
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Keywords for: Publications

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