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.

Datanotes

Global Datanote: Exports, Korea, April 2026

  • In one line: Buoyed by rocketing chip exports

Global Datanote: Tokyo CPI, Japan, April 2026

  • In one line: Subdued, thanks to expanded childcare subsidies

Global Datanote: ECB Interest Rate Decision, April 2026

In one line: In wait-and-see mode, but we suspect with a hawkish bias. 

Global Datanote: Advance GDP & Unemployment, Eurozone, Q1/March 2026

In one line: Q1 growth undershoots expectations; labour market holding up, for now.

Global Datanote: Advance GDP, Mexico, Q1, 2026

  • In one line: Activity contracted sharply in Q1, and the outlook is difficult.

Global Datanote: Manufacturing PMIs, China, April 2026

  • In one line: Resilient to the energy shock so far

Global Datanote: Monetary policy meeting, Brazil, April, 2026

  • In one line: Copom cuts, but rising inflation keeps the easing cycle cautious.

Global Datanote: Bank of Thailand Decision, April 2026

  • In one line: The war has been ‘good’ for the MPC’s policy space.

Global Datanote: BoJ Policy Decision, Japan, April, 2026

  • In one line: BoJ on hold, but Governor Ueda's lack of clear policy signalling leaves JPY exposed

Global Datanote: Bank Indonesia Decision, April 2026

  • In one line: Another month, another hold, as global assumptions are downgraded further.

Global Datanote: Final Inflation, Eurozone, March 2026

In one line: Inflation is headed for 3%, and it will stay close to this level for a while. 

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