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: 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.

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. 

Global Datanote: CPI, India, January 2026

  • In one line: Holding judgement, for now, as we await more details; but downside risks to 2026 forecast.

Global Datanote: Employment, US, January, 2026

  • In one line: Above trend due to mild weather and a blip in healthcare jobs.

Global Datanote: Advance Inflation, Eurozone, January 2026

In one line: The dovish pressure to remain on the ECB going into the March forecasts. 

Global Datanote: PMIs, Switzerland, January 2026

In one line: Tentative signs of a recovery after the mayhem of 2025.

Global Datanote: RatingDog Manufacturing PMI, China, January 2026

In one line: China's manufacturing PMIs indicate sharp divergence between old and new industries

Global Datanote: IP, India, December 2025

  • In one line: An unexpected—if narrow—jump to a 26-month high.
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independent macro research, Global Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,