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.

August

Global Datanote: CPI, India, August

  • In one line: Expect this to be a temporary headline bounce.

Global Datanote: Exports, China, August, 2025

In one line: China exports slow on low-tech weakness; US, Africa and LatAM slump offsets ASEAN strength

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

In one line: Japan’s flash manufacturing PMI nears 50, boosted largely by domestic demand.

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, 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: Export, Korea, August

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

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: Bank Indonesia Decision, August 2025

  • In one line: Acting now, while the space to do so comfortably remains available.

Global Datanote: Reserve Bank of India Decision, August 2025

  • In one line: Holding—understandably—in spite of the tariff let-down.
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