Pantheon Macroeconomics

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Global Publications

Below is a list of our Global Publications for the last 6 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.

11 June 2025 Global Monitor Sentiment in China resilient to trade war

  • US - Mr. Trump is right; the labor market will need substantial Fed easing soon
  • EUROZONE - Irish distortions return; we revise down our Q2 EZ GDP forecast
  • UK - CPI preview: we still think May inflation will match the MPC’s call
  • CHINA+ - China’s residential market enjoying only a modest boost
  • EM ASIA - RBI’s surprise front-loading of cuts doesn’t mark the finish line
  • LATAM - Uncertainty and caution behind Mexico’s faltering domestic demand

ian shepherdson (Chief Economist, Chairman and Founder)Global

Global Datanote: Flash Manufacturing PMI, Japan, May

In one line: Japan's manufacturing PMI rose as US importers rushed orders ahead of Tariff reprieve expiry.

Kelvin Lam (Senior China+ Economist)Global

Global Datanote: Exports, China, May

In one line: China's monthly exports rebounded in May, thanks to tariff reprieve.

Kelvin Lam (Senior China+ Economist)Global

Global Datanote: Reserve Bank of India Decision

  • In one line: Front-loading most of this year’s remaining cuts.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Official Manufacturing PMI, China, May

In one line: China's manufacturing activity shrinks at a slower pace in May due to US tariff reprieve

Kelvin Lam (Senior China+ Economist)Global

Global Datanote: Tokyo CPI, Japan, May

In one line: Japan's core CPI surprise points to continued squeeze on real wages

Kelvin Lam (Senior China+ Economist)Global

Global Datanote: Bank of Korea Decision, Korea, May

In one line: BoK cuts to 2.50% on weaker growth outlook amid tariff war impact

Kelvin Lam (Senior China+ Economist)Global

Global Datanote: Manufacturing PMI, ASEAN, May

  • In one line: A bounce of sorts, but manufacturing is still shaky.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Exports, Korea, May

In one line: Korea's exports set back less severe than expected, as tariff reprieve offers breathing space

Kelvin Lam (Senior China+ Economist)Global

Global Datanote: Caixin Manufacturing PMI, China, May

 Plunge in Caixin manufacturing gauge won't trigger a knee-jerk policy response

Duncan WrigleyGlobal

Global Datanote: Advance Inflation & Unemployment, Eurozone, May/April

In one line: All set for doves to take charge of ECB policy over the summer. 

Claus Vistesen (Chief Eurozone Economist)Global

4 June 2025 Global Monitor Soft inflation sets up dovish ECB and SNB meetings in June

  • US - Weaker consumers’ spending and higher core inflation lie ahead
  • EUROZONE - Soft inflation data signal dovish ECB and SNB meetings in June
  • UK - Forecast review: Stronger growth and sticky inflation take away a cut
  • CHINA+ - China’s residential market enjoying only a modest boost
  • EM ASIA - India’s investment-led Q1 leap is unreliable; consumers still in doubt
  • LATAM - Solid start for Chile’s Q2 growth; subdued inflation pressures in Peru

ian shepherdson (Chief Economist, Chairman and Founder)Global

Global Datanote: Economic activity index, Chile, April, 2025

  • In one line: Recovery maintaining a solid pace, but external headwinds still loom.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: CPI, Indonesia, May

  • In one line: Near-zero inflation is once again around the corner.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, April

  • In one line: A partially welcome collapse in the surplus.

Miguel Chanco (Chief EM Asia Economist)Global

28 May 2025 Global Monitor US goes after the EU; will it last?

  • US- Labor market weakness will emerge, but not before July’s FOMC meeting
  • UK-Strong growth and inflation mean an August skip
  • EZ-Labor market weakness will emerge, but not before July’s FOMC meeting
  • CHINA- Growth worries likely to delay the BoJ’s rate normalisation
  • EM ASIA- BI’s easing cycle back in play, with 75bp more cuts by end-2025
  • LATAM -Strong start to 2025 for Brazil and Colombia masks challenges ahead

ian shepherdson (Chief Economist, Chairman and Founder)Global

Global Datanote: Flash PMIs, Eurozone, May 2025

In one line: Services downturn clouding manufacturing’s recovery. 

Melanie Debono (Senior Eurozone Economist)Global

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