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.

Datanotes

China+ Datanote: Flash Manufacturing PMI, Japan, December

In one line: Reviving manufacturing activity but mounting cost pressures

CHINA+ DATA WRAP 16 December 2025: Japan's flash PMIs

 Japan's flash PMIs find reviving manufacturing activity but mounting cost pressures

EM Asia Datanote: Trade, India, November 2025

  • In one line: Historic leap in gold imports in October unwinds dramatically.

CHINA+ DATA WRAP 15 December 2025: China's Nov activity data still softening

China's November activity data show goods consumption softening and fixed asset investment worsening

PANTHEON EM ASIA DATA WRAP 15 December 2025

Upstream food price pressures in India are reviving more noticeably

Global Datanote: CPI, India, November 2025

  • In one line: Muddied by residual seasonality, but vegetable-price pressures are reviving.

EM Asia Datanote: CPI, India, November 2025

  • In one line: Muddied by residual seasonality, but vegetable-price pressures are reviving.

China+ Datanote: Money & Credit, China, November

In one line: still looking for signs of private sector credit demand

China+ Datanote: CEWC, China, December

In one line:signalling confidence, no major course shift

EZ Datanote: SNB Rate Decision, Q4 2025

In one line: On hold, as we expect it to be until early 2027. 

Global Datanote: SNB Rate Decision, Q4 2025

  • In one line: On hold, as we expect it to be until early 2027. 

Global Datanote: Bangko Sentral ng Pilipinas Decision, December 2025

  • In one line: Easing “nearing its end”, but we still see a terminal rate of 4.25%.
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Keywords for: Publications

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