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 Chartbook

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

  • In one line:  Activity loses momentum in August due mainly to weak mining.

Global Datanote: CPI, Indonesia, September

  • In one line: Food inflation is firming up fast, but core disinflation is a strong anchor.

Global Datanote: Trade, Indonesia, August

  • In one line: Ignore the jump in the surplus; import demand is crashing.

Global Datanote: Reserve Bank of India Decision, September 2025

  • In one line: Pause continues, but further easing is still very much on the table.

Global Datanote: Manufacturing PMIs, China, September 2025

In one line: Broad improvement ahead of investment stimulus

Global Datanote: Industrial Production, India, August

  • In one line: A consumer-led dip, but durables growth is probably bottoming-out.

Global Datanote: 20-Day Exports, Korea, September 2025

In one line: Korea’s September WDA exports plunge, led by US and China.

Global Datanote: BoJ Decision, Japan, September 2025

In one line: BoJ stays put on rates in September, starts ETFs and J-REITs offloading plan

Global Datanote: LPR, China, September 2025

In one line: China’s commercial banks keep LPR steady in September; PBoC wary of a buoyant equity market

Global Datanote: Flash Manufacturing PMI, Japan, September

In one line: Manufacturing sector gloom amid tariff weight and political risks

Global Datanote: Flash PMIs, Germany, September 2025

In one line: That’s more like it, but upturn in manufacturing is on borrowed time.

Global Datanote: CPI, India, August

  • In one line: Expect this to be a temporary headline bounce.
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independent macro research, Global Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,