Pantheon Macroeconomics

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Global Publications

Below is a list of our Global 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.

Global Datanote: Flash PMIs, Germany, April 2025

In one line: As in France, domestic demand is rattled by tariff concerns and PMI shows clear signs of tariff front-running.

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Flash PMIs, France, April 2025

In one line: Fastest fall in demand for services since Covid pulls down the headline.

Claus Vistesen (Chief Eurozone Economist)Global

23 April 2025 Global Monitor Near-real-time data still mostly strong in the US

  • US - Few alarms yet in high-frequency data; business surveys weaker
  • EUROZONE - A dovish, but also conditional, pivot from the ECB
  • UK - Wages stay strong and inflation heading to 3.5% in April
  • CHINA+ - China’s strategic pivot to ASEAN in the face of tariff pressures
  • EM ASIA service is on holiday this week; returning next week
  • LATAM - Mexico’s industrial rebound masks structural weakness and policy risks

ian shepherdson (Chief Economist, Chairman and Founder)Global

Global Datanote: Detailed Inflation, Eurozone, March 2025

In one line: Falling oil prices and a stronger euro are gifts to ECB doves.

Claus Vistesen (Chief Eurozone Economist)Global

16 April 2025 Global Monitor The ECB is first up after the tariff shock; it will cut rates this week

  • US - Stagnation still lies ahead, as the trade war narrows, but deepens
  • EUROZONE - The ECB will cut by 25bp this week but offer little guidance
  • UK - Week in review: GDP jumps in February but tariffs will hurt growth
  • CHINA+ - Beyond tit-for-tat tariffs: what Xi’s China is really fighting for
  • EM ASIA - ‘Factory Asia’—ex-China—won’t break, even if April 9 tariffs return
  • LATAM - Brazil battles inflation as activity surprises and fiscal risks linger

ian shepherdson (Chief Economist, Chairman and Founder)Global

Global Datanote: Inflation IPCA and Economic activity index, Brazil, March/February, 2025

  • In one line: Rising food prices and FX volatility rekindle inflation risks amid slowing domestic demand. 

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: CPI, US, March, 2025

  • In one line: Tariffs will snatch defeat from the jaws of victory.

Samuel TombsGlobal

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: Easing back on; three more cuts to go, from our vantage point.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Reserve Bank of India Decision

  • In one line: Expect at least two more consecutive 25bp cuts.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Indonesia, March

  • In one line: Short-lived, policy-induced deflation is over.

Miguel Chanco (Chief EM Asia Economist)Global

9 April 2025 Global Monitor US GDP growth will stagnate as trade uncertainty bites

  • US - Stagnation in GDP is now our base case, after the tariff madness
  • EUROZONE - We think the EZ economy is now entering a technical recession
  • UK - GDP likely unchanged in February as manufacturing drags on growth
  • CHINA+ - China’s brinkmanship with the US likely aimed at forcing start of talks
  • EM ASIA - GDP downgrades and more rate cuts, in the wake of ‘Liberation Day’
  • LATAM - LatAm positioned to capitalise on trade shifts and tariff pressures

ian shepherdson (Chief Economist, Chairman and Founder)Global

Global Datanote: Employment, US, March 2025

Healthcare driving payroll growth again; ongoing support will offset some tariff damage.

Samuel TombsGlobal

Global Datanote: Inflation, Switzerland, March 2025

In one line: Holding at a 46-month low, but will rise again soon; Swiss retaliation to US tariff hikes poses an upside risk.

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Manufacturing PMI, ASEAN, March

  • In one line: The nascent improvement is far from comprehensive.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Economic activity index, Chile, February, 2025

  • In one line: A poor headline, but the underlying trend remains positive.

Andrés Abadía (Chief LatAm Economist)Global

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