Pantheon Macroeconomics

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Global Publications

Below is a list of our Global Publications for the last 5 months. If you are looking for reports older than 5 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

Global Datanote: Caixin Manufacturing PMI, China, June

In one line: Caixin PMI concurs with official index in showing manufacturing activity rebound

Duncan WrigleyGlobal

Global Datanote: Official manufacturing PMI, China, June

In one line: Manufacturing activity index rises thanks to eased tariff tensions and domestic policy support

Duncan WrigleyGlobal

Global Datanote: Banxico Announcement, Mexico, June, 2025

  • In one line: Banxico cuts again, but rising inflation and a split Board signal a slower, more cautious easing cycle ahead.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Tokyo CPI, Japan, June

In one line: Tokyo inflation cools, thanks to restart of energy subsidies

Duncan WrigleyGlobal

Global Datanote: Flash PMIs, France, June 2025

In one line: Stuck in the mud, but also underestimating growth.

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Preliminary GDP, Japan, Q1

In one line: Japan’s GDP shrinks for the first time in a year, reinforcing the BoJ's wait-and-see stance.

Kelvin Lam (Senior China+ Economist)Global

Global Datanote: National CPI, Japan, May

In one line: Japan's core inflation surprised on the upside, but unlikely to sway BoJ into hiking mode

Kelvin Lam (Senior China+ Economist)Global

Global Datanote: Loan Prime Rates, China, June

In one line: BoJ slowed tapering pace for next fiscal year but stood pat on policy rates in June

Kelvin Lam (Senior China+ Economist)Global

Global Datanote: BoJ Decision, Japan, June

In one line: BoJ slowed tapering pace for next fiscal year but stood pat on policy rates in June

Kelvin Lam (Senior China+ Economist)Global

Global Datanote: SNB Rate Decision, Q2 2025

In one line: We were wrong; SNB opts for another small cut.

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: Rightly unfazed, for now, by the upswing in oil prices.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Final Inflation, Eurozone, May 2025

In one line: A September cut is still on, but the ECB will end up regretting it. 

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Bank Indonesia Decision

  • In one line: Sticking to the gradualist approach, for now.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, India, May

  • In one line: No signs yet of food disinflation stabilising.

Miguel Chanco (Chief EM Asia Economist)Global

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