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.

EM Asia Datanote: Retail Sales, Thailand, January

  • In one line: First red ink since mid-2023, as the inexplicable lift from ‘other’ sales continues to unwind.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PM Datanote: Industrial Production and Retail Sales, Chile, February, 2025

  • In one line: Poor headlines, but we think growth momentum will remain positive in H1.

Andrés Abadía (Chief LatAm Economist)Latin America

China+ Datanote: Official Manufacturing PMI, China, March

China's manufacturing PMI nudges up, but sentiment ebbs

Duncan WrigleyChina+

CHINA+ DATA WRAP 31 March 2025: China's manufacturing PMI nudges up

China's manufacturing PMI nudges up, but sentiment ebbs; construction order slump is worrying

Duncan WrigleyChina+

PM Datanote: US Personal Incomes & Spending, February

Clear signs of an underlying consumer slowdown.

Samuel TombsUS

EZ Datanote: ECB Consumer Inflation Expectations, EZ, February & Unemployment, Germany, March

In one line: EZ inflation expectations hold steady; further increases in German unemployment are on the way.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation, France/Spain, Mar & INSEE Consumers' Spending, France, Feb

In one line:  Inflation in France and Spain came in below expectations; another setback in French spending. 

Melanie Debono (Senior Eurozone Economist)Eurozone

UK Datanote: UK National Accounts, Q4 2024

  • In one line: Growth recovered in Q4 as Budget uncertainty passed but President Trump’s tariff hammer hangs over the outlook.

Rob Wood (Chief UK Economist)UK

UK Datanote: UK International Trade, January 2025

  • In one line: The trade balance will remain weak as energy prices remain high and uncertainty prevails.

Rob Wood (Chief UK Economist)UK

UK Datanote: Retail Sales, February 2025

  • In one line:Retail sales continue their post-Budget rebound and will drive a growth recovery in Q1

Rob Wood (Chief UK Economist)UK

China+ Datanote: Tokyo CPI, Japan, March

Tokyo inflation picks up, but the BoJ's immediate focus will be on US auto tariffs

Duncan WrigleyChina+

CHINA+ DATA WRAP 28 March 2025: Tokyo inflation rises

Tokyo inflation picks up, but the BoJ's immediate focus will be on US auto tariffs

Duncan WrigleyChina+

PANTHEON EM ASIA DATA WRAP 28 March 2025

Philippine trade takes a breather after a fast start to 2025

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

31 March 2025 US Monitor Tariffs will be too small to drive a sustained downturn in consumption

  • GDP looks set to grow at a mere 1% pace in Q1, following February’s weak consumption data.
  • Fading pre-tariff frontrunning, however, explains the slowdown; core services spending is still rising.
  • Tariffs will weigh on real income growth by less than 1%; recession remains unlikely.

Samuel TombsUS

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