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.

Global Datanote: Flash Mfg PMI, Japan, October, 2025

In one line: Fading demand weighs on flash PMI manufacturing activity

Global Datanote: Exports, National CPI, Japan, September

In one line:  BoJ won’t be shocked by modest rise in inflation; likely to hold rates next week waiting for clarity on the new government’s fiscal easing

CHINA+ DATA WRAP 24 October 2025: Modest rise in inflation won't shock BoJ

In one line: BoJ won’t be shocked by modest rise in inflation; likely to hold rates next week waiting for clarity on the new government’s fiscal easing 





October 2025- Emerging Asia Chartbook

SURPRISE HOLDS FROM THE BOT AND BI WON’T LAST

  • …A SERIES OF EARLY-Q3 GDP UPSIDE SHOCKS IN ASEAN

PM Datanote: US Existing Home Sales, September 2025

Lower mortgage rates boost sales, but major headwinds remain.

UK Datanote: U.K. CBI Industrial Trends Survey, October 2025

  • In one line: Manufacturing activity will manage only small gains in the coming months.

Global Datanote: Economic activity index, Mexico, August, 2025

  • In one line: Uneven performance, but risks remain tilted to the downside.

PM Datanote: Economic activity index, Mexico, August, 2025

  • In one line: Uneven performance, but risks remain tilted to the downside.

Global Datanote: Bank Indonesia Decision, October 2025

  • In one line: Another month, another surprise… this time for a pause, as the Board adopts wait-and-see.

EM Asia Datanote: Bank Indonesia Decision, October 2025

  • In one line: Another month, another surprise… this time for a pause, as the Board adopts wait-and-see.

24 October 2025 US Monitor Are payrolls a more reliable cyclical guide than GDP

  • Payroll trends have consistently been a good guide to the economy’s momentum in the past. 
  • Job growth often responds far more quickly at major turning points than contemperaneous GDP. 
  • The current near-stagnation in job gains is alarming, despite the relatively healthy economic activity data.

24 October 2025 LatAm Monitor Mexico's economy weakened in Q3, but fragile stabilisation lies ahead

  • Industry in Mexico remains in contraction, with services sustaining limited but consistent growth.
  • Easing headline inflation gives Banxico room to make cautious, data-driven policy rate cuts.
  • Fiscal support and lower rates will help cushion growth, but structural headwinds persist into 2026.
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independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence