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: Exports, Japan, July, 2025

In one line: Japan’s export show strain from tariffs, with cars and steel leading declines.

Global Datanote: 20-Day Exports, Korea, August, 2025

In one line: Korea’s 20-day exports rebound in August, monthly momentum firms despite fading US front-loading.

Global Datanote: PPI, China, July, 2025

  • In one line: China’s producer prices continue to fall amid involution and weak demand

Global Datanote: PPI, China, August, 2025

  • In one line: Improvement in producer deflation appears mainly driven by short-term factors, more than policy yet

Global Datanote: CPI, Mexico, August, 2025

  • In one line: Headline inflation eases, but core remains sticky.

Global Datanote: Manufacturing PMI, ASEAN, August

  • In one line: A more confident uptick, with tariff clouds receding.

Global Datanote: GDP, Second Quarter, Brazil, 2025

  • In one line: Growth slows as capex falls, but services hold up. 

Global Datanote: Export, Korea, August

  • In one line: WDA-export growth holds up despite tariff ructions   

Global Datanote: Trade, Indonesia, July

  • In one line: Still-robust export growth is driving the trade surplus to its highest in years.

Global Datanote: Industrial Production, India, July

  • In one line: Recovering to a four-month high, with some help from base effects.

Global Datanote: Bangko Sentral ng Pilipinas Decision, August 2025

  • In one line: A less-dovish cut, but expect at least one more before the end of 2025.

Global Datanote: BoK Policy Decision, Korea, August

In one line: BoK stays put amid US pressure not to weaken currency

Global Datanote: Flash PMIs, Eurozone, August 2025

In one line: Resilient to the latest rise in US tariffs, despite hit to foreign orders. 

Global Datanote: Flash PMIs, Germany, August 2025

In one line: Only little signs of a hit from higher US tariffs.  

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independent macro research, Global Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,