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.

EZ Datanote: SNB Rate Decision, Q3 2025

In one line: No cut today; is the SNB easing cycle over? 

September 2025- Emerging Asia Chartbook

IGNORE INDIA’S ‘HOT’ Q2 GDP; Q3 SHAPING UP TO BE
MUCH MORE SOLID

  • …FISCAL AND MONETARY POLICY IN INDONESIA IS IN FLUX

UK Datanote: U.K. Consumer Prices, August 2025

  • In one line: Little news, as underlying services inflation settling in the low-4%'s will keep the MPC on hold for the rest of this year. 

UK Datanote: UK MPC Decision and Minutes, September 2025

  • In one line: A slightly more cautious MPC will keep rates on hold for the rest of the year. 

UK Datanote: UK Official House Price Index, July 2025

  • In one line: House price inflation will remain weak as the Budget weighs on sentiment.

UK Datanote: Retail Sales, August 2025

  • In one line:Retail sales head for a solid Q3 and growth will likely be revised up.

UK Datanote: UK GfK Consumers' Confidence Survey, September 2025

  • In one line: Strong personal finances will help consumers keep spending.

Global Datanote: 20-Day Exports, Korea, September 2025

In one line: Korea’s September WDA exports plunge, led by US and China.

Global Datanote: BoJ Decision, Japan, September 2025

In one line: BoJ stays put on rates in September, starts ETFs and J-REITs offloading plan

Global Datanote: LPR, China, September 2025

In one line: China’s commercial banks keep LPR steady in September; PBoC wary of a buoyant equity market

China+ Datanote: LPR, China, September

In one line: China’s commercial banks keep LPR steady in September; PBoC wary of a buoyant equity market

China+ Datanote: 20-Day Exports, Korea, September

In one line: Korea’s September WDA exports plunge, led by US and China.

China+ Datanote: BoJ Decision, Japan, September

In one line: BoJ stays put on rates in September, starts ETFs and J-REITs offloading plan

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Keywords for: Publications

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