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.

China+ Datanote: Official Mfg PMI, China, November

In one line: China’s NBS manufacturing PMI shows mild improvement, but core industries cherished by policymakers weakens in November.

Global Datanote: RatingDog Manufacturing PMI, China, November 2025

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

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






Global Datanote: Trade, Indonesia, October 2025

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

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

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.

November 2025 - Latin America Chartbook

LATAM ECONOMY SLOWS AS DOMESTIC DEMAND SOFTENS

  • POLITICAL NOISE AND EXTERNAL UNCERTAINTY DOMINATE

EZ Datanote: ECB Consumer Inflation Expectations, EZ, October 2025

In one line: Households' inflation expectations stubbornly above ECB target.

EZ Datanote: Retail Sales, Spain, October 2025

In one line: Spanish households' spending spree is coming to an end.

CHINA+ DATA WRAP 28 November 2025: Tokyo inflation slows slightly

Tokyo inflation slows slightly, with hints of steady wage inflation going into 2026





EZ Datanote: Retail Sales, Germany, October 2025

In one line: Plateauing after strong growth earlier in the year.

November 2025- Emerging Asia Chartbook

THAI AND PHILIPPINE GROWTH SLOWEST SINCE COVID

  • TAIWAN IS STILL FLYING, BUT THE TURN IN GDP HAS COME
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Keywords for: Publications

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