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 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

Global Datanote: 20 Day Exports, Korea, June

In one line: Korea's 20-day exports rebound in June on front loading ahead of reprieve expiry

Global Datanote: Bank Indonesia Decision

  • In one line: Surprise, surprise… at least two more 25bp cuts to come by year-end.

Global Datanote: CPI, India, June

  • In one line: Outright food deflation is here, as predicted.

Global Datanote: CPI, Mexico, June, 2025

  • In one line: Core pressures lingering, but disinflation resumes.

Global Datanote: PPI, China, June 2025

  • In one line: Producer deflation worsens due to weather hitting construction, a jump in renewable energy generation and trade frictions

Global Datanote: CPI, Chile, June, 2025

  • In one line: Inflation falls again; BCCh likely to cut rates.

Global Datanote: Inflation, Switzerland, June 2025

In one line: Back above zero, but unlikely to stay there for long.

Global Datanote: ISM Manufacturing Survey, US, June

In one line: Supply-side disruptions giving way to weak demand

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