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.

2 December 2025 Eurozone Monitor Swiss and Italian GDP recovering; their fortunes will diverge in 2026

Italian GDP was held back in Q3 by another drop in inventories; these should rebound next year…
...Growth will pick up in 2026 as the outlook for net trade is also now brightening.
In Switzerland, GDP will bounce back in Q4 from the drop in Q3, but growth will slow next year.

Melanie Debono (Senior Eurozone Economist)Eurozone

2 December 2025 UK Monitor Pre-Budget worries creep into the money and credit data

Consumers added to their savings and took on less credit in October, as the Budget approached.
Bank lending to firms continues to rise year-over-year, but net external finance raised by PNFCs dropped.
The housing-market data remain solid; mortgage approvals eased only slightly and transactions rose.

Rob Wood (Chief UK Economist)UK

Global Datanote: RatingDog Manufacturing PMI, China, November 2025

In one line: RatingDog PMI stung by waning domestic demand, despite buoyant overseas orders

Duncan WrigleyGlobal

CHINA+ DATA WRAP 1 December 2025: China's domestic demand stalling

RatingDog PMI stung by waning domestic demand, despite buoyant overseas orders
Korean manufacturing index treading water

Duncan WrigleyChina+

Global Datanote: CPI, Indonesia, November 2025

In one line: The turn in rising food inflation is here.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, October 2025

In one line: Export growth finally comes back down to earth; 2027 should be a bit better.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Manufacturing PMI, ASEAN, November 2025

In one line: Strengthening to a 38-month high.

Miguel Chanco (Chief EM Asia Economist)Global

PANTHEON EM ASIA DATA WRAP 1 December 2025

ASEAN’s PMI strengthens to a 38-month high
Indonesian export growth finally comes back down to earth; 2027 should be a bit better
The turn in rising food inflation in Indonesia is here

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

UK Datanote: UK Budget, November 2025

In one line: Lower 2026 inflation, but delayed fiscal consolidation lacks credibility and gives the MPC little reason to cut 2-year ahead inflation forecast.

Rob Wood (Chief UK Economist)UK