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, April 2026

  • In one line: Early Easter exaggerates the fall, but it was a weak reading nonetheless.

UK Datanote: UK GDP March 2026

  • In one line: Noise exaggerates growth, but GDP was nonetheless solid heading into the Iran War.

UK Datanote: UK International Trade, March 2026

  • In one line: Few signs of a spillover from higher energy prices into core import costs, yet.

UK Datanote: UK RICS Residential Market Survey, April 2026

  • In one line: House price inflation to remain weak in 2026 as higher interest costs bite.

UK Datanote: UK Report on Jobs Survey, April 2026

  • In one line: Uncertainty hits permanent hiring, but vacancies improve, suggesting the job market is holding up.

PM Datanote: US PPI, April 2026

Margins are unlikely to remain this high for long.

PM Datanote: US Retail Sales, April 2026

Strength in sales likely to unwind as tax refunds taper off.

PM Datanote: Money & Credit, China, April

In one line: rise in fiscal deposits likely points to temporary building activity disruptions due to severe weather.

EM Asia Datanote: WPI, India, April 2026

  • In one line: Hot, thanks to the naturally delayed oil boost.

EZ Datanote: ZEW, Germany, May 2026

In one line: Investor sentiment rebounds in May, slightly.

EZ Datanote: Final Inflation, Germany, April 2026

In one line: The core will snap back in May, but a fuel duty cut will lower energy inflation.

PM Datanote: US CPI, April 2026

Boosted by several one-time jumps; momentum to fade this summer.

Global Datanote: CPI, US, April 2026

  • In one line: Boosted by several one-time jumps; momentum to fade this summer.

PM Datanote: US NFIB Small Business Survey, April 2026

Still painting a subdued picture of the main street economy.

Global Datanote: CPI, India, April 2026

  • In one line: Food price pressures at the margin are collapsing.

EM Asia Datanote: CPI, India, April 2026

  • In one line: Food price pressures at the margin are collapsing.

CHINA+ DATA WRAP 12 May 2026: Japan's household spending slows

In one line: People curbed spending in response to fuel price hikes in March

PANTHEON EM ASIA DATA WRAP 12 May 2026

Sales growth is souring in Indonesia, for a handful of reasons

CN Datanote: Exports, China, March

In one line: China trade surplus hit by soft exports and hi-tech driven imports

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Keywords for: Publications

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