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.

Global Datanote: Inflation, Switzerland, December 2025

In one line: December inflation confirms that 2026 likely will be an uneventful year for the SNB. 

7 January 2026 Global Monitor Soft labour market data to keep the pressure on the Fed to ease in March

  • US - December labor market data to maintain pressure on FOMC to ease
  • EUROZONE - ECB doves get a late Christmas gift in Germany’s December HICP
  • UK - Forecast review: five questions for the New Year
  • CHINA+ - China’s services firms optimistic despite cooling in demand
  • EM ASIA - Singapore GDP ends 2025 on a high, but we expect this to fade
  • LATAM - Security, geopolitics and elections redefine LatAm’s political outlook

Global Datanote: GDP, US, Q3 2025

In one line: Q3's strength is unlikely to be sustained.

Global Datanote: LPRs, China, December 2025

In one line: China's LPRs unchanged for seventh straight month amid lower tariff risks

Global Datanote: ECB Rate Decision, December 2025

In one line: On hold, chances of further easing still slim to none.

Global Datanote: Bank Indonesia Decision, December 2025

  • In one line: Look for a change in strategy—to RRR cuts—next year.

Global Datanote: Employment, US, November 2025

In one line: Lackluster, but not alarming enough for a January easing.

Global Datanote: Flash PMIs, France, December 2025

In one line: Pointing to upside risks to our call for French GDP to fall in Q4. 

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