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: CPI, Indonesia, July 2025

  • In one line: Discount the base effects lifting food inflation; the headline should now stabilise.

Global Datanote: Manufacturing PMI, ASEAN, July

  • In one line: Early US trade deals in July help ASEAN manufacturing find its feet, for now.

Global Datanote: Caixin Manufacturing PMI, China, July

In one line: China’s manufacturing sector rocked by trade uncertainty

Global Datanote: Monetary policy meeting, Brazil, July, 2025

  • In one line: On hold, signalling caution amid heightened uncertainty.

Global Datanote: Advance GDP, US, Q2 2025

  • In one line: Underlying growth has slowed sharply since late 2024.

Global Datanote: Politburo, China, Q2

In one line: China's Q2 Politburo meeting downplays trade risks, focuses on domestic issues like price wars

Global Datanote: Industrial Production, India, June

  • In one line: A ten-month low, as consumer sectors continue to broadly weaken.

Global Datanote: ECB Rate decision, July 2025

In one line: Still on track for a final rate cut in September.

Global Datanote: Flash PMIs, EZ, July 2025

In one line: Nothing in here to suggest an ECB rate cut today.

Global Datanote: Flash manufacturing PMI, Japan, July

In one line: manufacturing index slammed by falling output; July should be low point after US-Japan trade deal

Global Datanote: CPI, Japan, June

In one line: Japan's headline consumer inflation slows after energy subsidies restart; upper house election poses JGB risks

Global Datanote: Final Inflation, Eurozone, June 2025

In one line: Still on track to hand the ECB a 25bp rate cut in September. 

Global Datanote: Exports, China, June 2025

In one line: Better external sector performance likely to support Q2 GDP due tomorrow

Global Datanote: Flash Manufacturing PMI, Japan, June

In one line: Japan's manufacturing PMI rebound on stockpiling activity, but domestic demand softens

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