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: 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. 

Global Datanote: CPI, India, November 2025

  • In one line: Muddied by residual seasonality, but vegetable-price pressures are reviving.

Global Datanote: SNB Rate Decision, Q4 2025

  • In one line: On hold, as we expect it to be until early 2027. 

Global Datanote: Bangko Sentral ng Pilipinas Decision, December 2025

  • In one line: Easing “nearing its end”, but we still see a terminal rate of 4.25%.

Global Datanote: Inflation IPCA, Brazil, November, 2025

  • In one line: Inflation under control, opening the door to gradual rate cuts.

Global Datanote: Reserve Bank of India Decision, December 2025

  • In one line: Not buying 8%-plus growth either, but taking the chance before CPI mean-reverts.

Global Datanote: GDP, Third Quarter, Brazil, 2025

  • In one line: Growth almost stalls as industry steadies and agriculture rebounds.
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independent macro research, Global Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,