Pantheon Macroeconomics

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Pantheon Publications

Below is a list of our Publications for the last 5 months. If you are looking for reports older than 6 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

Global Datanote: Economic activity index, Chile, January, 2026

  • In one line: Services rebounded, partly offsetting renewed weakness in manufacturing.

Global Datanote: IP, India, January 2026

  • In one line: An understandable, and likely temporary, breather to start 2026.

Global Datanote: CPI, Indonesia, February 2026

  • In one line: Underlying price pressures rising, but feel free to ignore the breach of BI’s range.

Global Datanote: Trade, Indonesia, January 2026

  • In one line: No post-Ukraine-war like burst, yet, to expect from export growth.

Global Datanote: Final Inflation, Eurozone, January 2026

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

Global Datanote: Loan Prime Rate, China, February 2026

In one line: LPRs unchanged, with China relying on fiscal policy to support growth

25 February 2026 Global Monitor Our outlook for US inflation is unchanged after the latest tariff news

  • US - Does 2025 consumption data support the K-shaped narrative?
  • EUROZONE - EZ February PMIs keep alive the idea of a modest cyclical upturn
  • UK - March rate cut highly likely after jobless rate hits 5 year high
  • CHINA+ - Momentum but no boom in the Year of the Horse
  • EM ASIA - Has the sun set on Taiwan’s non-electronics industries?
  • LATAM - Mexico activity stabilises after Q4 rebound, but risks loom in 2026

Global Datanote: Flash PMIs, France, February 2026

In one line: A modest rebound, but GDP growth is doing better than implied by the PMIs. 

Global Datanote: National CPI, Japan, January 2026

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

Global Datanote: Flash PMIs, Japan, February 2026

In one line: Flash PMIs lifted by tech sector and landslide election victory 

Global Datanote: Economic activity index, Brazil, December, 2025

  • In one line: Activity ended 2025 on a soft note, reinforcing the case for easing ahead.

18 February 2026 Global Monitor The SNB will stand pat this year, deflation or not

  • US - Payrolls will slow in February, as the weather lift fades
  • EUROZONE - Negative SNB rates unlikely even if inflation hits sub-zero in February
  • UK - CPI preview 2: Shave our January forecast to 3.0%
  • CHINA+ - China starting to recognise the need for a fresh property policy
  • EM ASIA - Taiwan’s export growth reaches the highest print since the 1970s
  • LATAM - Our LatAm team is on annual leave. Publication will resume on February 25.

Global Datanote: GDP Flash, Switzerland, Q4 2025

In one line: Better than we thought; growth will pick up in Q1. 

Global Datanote: Second Estimate of Q4 GDP, Employment and Trade, Eurozone

In one line: Decent growth confirmed, but risks tilted towards a downward revision in the third estimate. 

Global Datanote: Inflation, Switzerland, January 2026

In one line: Inflation holds steady; SNB will stand pat even if inflation falls below zero for a few months. 

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Keywords for: Publications

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence