Pantheon Macroeconomics

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Pantheon Publications

Below is a list of our Publications for the last 6 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.

UK Datanote: UK Public Finances, January 2025

  • In one line:Fiscal pressures pile on the Chancellor as revenues undershoot in January; it will only get worse from here.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK Flash PMIs, February 2025

  • In one line: Growth is weak but has bottomed while price pressures remain stubborn.

Rob Wood (Chief UK Economist)UK

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

  • In one line: Strong wage growth and falling interest rates will keep supporting consumers’ confidence.

Rob Wood (Chief UK Economist)UK

Global Datanote: Flash PMIs, Germany, February 2025

In one line: Up again, in line with our call for a rebound in GDP.

Melanie Debono (Senior Eurozone Economist)Global

EZ Datanote: Flash PMIs, Germany, February 2025

In one line: Up again, in line with our call for a rebound in GDP.

Melanie Debono (Senior Eurozone Economist)Eurozone

China+ Datanote: National CPI, Japan, January

Japan’s headline consumer inflation gains steam on food inflation

Duncan WrigleyChina+

China+ Datanote: Flash Manufacturing PMI, Japan, February

 Japan’s flash manufacturing PMI shows activity spluttering 

Duncan WrigleyChina+

China+ Datanote: 20-day Exports, Korea, February

Korean working-day exports fell due to holiday effects; surging auto exports points to front-loading

Duncan WrigleyChina+

CHINA+ DATA WRAP 21 February 2025: Japan's consumer inflation surges

Japan's consumer inflation boosted by food inflation
Korea's WDA-exports drop during the holiday, despite auto shipment surge

Duncan WrigleyChina+

PANTHEON EM ASIA DATA WRAP 21 February 2025

Indian services wake up from its slumber, but a Q1 GDP slowdown is still in play

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

February 2025 - China+ Chartbook

  • - CHINA’S CONSUMER SPENDING WILL SLOW POST-HOLIDAY
  • - JAPAN’S DOMESTIC DEMAND STILL TRAILING NET EXPORTS
  • - BOK LIKELY TO RESUME CUTS, DESPITE POLITICAL MESS

Duncan WrigleyChina+

UK Datanote: U.K. CBI Industrial Trends Survey, February

  • In one line: Manufacturing orders tick up and price pressures fall in February, but the sector remains weak.

Elliott Laidman Doak (Senior UK Economist)UK

PM Datanote: Construction, Eurozone, December 2024

In one line: Construction boost to growth in Q4 unlikely to repeat in Q1.

Melanie Debono (Senior Eurozone Economist)Eurozone

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Keywords for: Publications

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