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: Inflation, Switzerland, December 2025

In one line: December inflation confirms that 2026 likely will be an uneventful year for the SNB. 

Global Datanote: Inflation, Switzerland, December 2025

In one line: December inflation confirms that 2026 likely will be an uneventful year for the SNB. 

CHINA+ DATA WRAP 8 January 2026: Wage growth falls, but regular pay steady

In one line: BoJ won't be fazed by slowing headline wage growth, as regular pay growth is relatively steady

UK Datanote: UK Car Registrations, December 2025

  • In one line: Discounting and post-Budget relief boost autos sales in December, but the trend remains upwards.

EZ Datanote: EZ Construction PMIs & German Unemployment, December 2025

In one line: A modest improvement in EZ construction; no change in Germany’s labour market.   

EZ Datanote: Retail Sales, Germany, November 2025

In one line: Poor, but still consistent with slightly better growth in Q4.

PANTHEON EM ASIA DATA WRAP 7 January 2026

Reviving food inflation should soon return Thai CPI to the black

UK Datanote: UK Final Services and Composite PMI, December 2025

  • In one line: Look past the dissapointing headline, because forward-looking balances improved and price pressures strengthened.

PANTHEON EM ASIA DATA WRAP 6 January 2026

GDP growth in Vietnam surprisingly holds steady above 8%
A robust end to the year for Vietnamese exports, but momentum continues to fade
December bump salvages Vietnamese real retail sales in Q4
Rising food inflation in Vietnam cushions what could have been a bigger December deceleration
Encouraging, but Philippine sales are still broadly struggling
Philippine food inflation is finally reviving

UK Datanote: UK Money & Credit, November 2025

  • In one line: The money and credit data for November show a solid footing for activity in 2026.

EZ Datanote: PMIs, Switzerland, December 2025

In one line: Dire straits in manufacturing, but big improvement in services.

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Keywords for: Publications

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