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.

june cpi & may ip

Global Datanote: Inflation, Switzerland, March 2026

In one line: Energy shock gives the SNB room to breathe as inflation is set to accelerate further. 

Ankita Amajuri (Eurozone Economist)Global

Global Datanote: CPI, Indonesia, March 2026

  • In one line: A swift return to BI’s target range thanks to base effects.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bi-weekly CPI and EAI, Mexico, March/January, 2026

  • In one line: Inflation surprised to the upside, while activity weakened sharply at the start of the year.
Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: National CPI, Japan, February

  • In one line: In one line: inflation fell in February, ahead of oil price surge
Duncan WrigleyGlobal

Global Datanote: SNB Rate Decision, Q1 2026

  • In one line: On hold, stronger emphasis on FX intervention.
Ankita Amajuri (Eurozone Economist)Global

Global Datanote: Final Inflation, Eurozone, February 2026

In one line: The ECB is no longer 'in a good place.'

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: CPI, India, February 2026

  • In one line: Still mainly a food story, but Middle East pressures should surface in the March data.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Mexico, February, 2026

  • In one line: Core pressures pushed inflation up slightly and the outlook is worsening.
Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: CPI, Indonesia, February 2026

  • In one line: Underlying price pressures rising, but feel free to ignore the breach of BI’s range.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Final Inflation, Eurozone, January 2026

In one line: Dovish, but far from underwriting a further rate cut. 

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: National CPI, Japan, January 2026

In one line: Japan's cooling consumer inflation justifies BoJ taking time on rate hike

Duncan WrigleyGlobal

Global Datanote: CPI, India, January 2026

  • In one line: Holding judgement, for now, as we await more details; but downside risks to 2026 forecast.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Indonesia, January 2026

  • In one line: A deceptively soft headline.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, US, December 2025

In one line: Muted rebound in core goods prices suggests tariff pass-through is slowing.

Samuel TombsGlobal

Global Datanote: CPI, Indonesia, December 2025

  • In one line: Brace for a Q1 spike in headline inflation.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: National CPI, Japan, November 2025

In one line: Treading sideways

Duncan WrigleyGlobal

Global Datanote: CPI, India, November 2025

  • In one line: Muddied by residual seasonality, but vegetable-price pressures are reviving.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Inflation, Switzerland, November 2025

  • In one line: Inflation has further to fall, but SNB easing is done.
Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: CPI, Indonesia, November 2025

  • In one line: The turn in rising food inflation is here.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, India, October 2025

  • In one line: Headline is going nowhere for the rest of this year.
Miguel Chanco (Chief EM Asia Economist)Global
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independent macro research, Global Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,