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.

Emerging Asia Datanotes

Global Datanote: Official Manufacturing PMI, China, May

In one line: China's manufacturing activity shrinks at a slower pace in May due to US tariff reprieve

Global Datanote: Tokyo CPI, Japan, May

In one line: Japan's core CPI surprise points to continued squeeze on real wages

Global Datanote: Bank of Korea Decision, Korea, May

In one line: BoK cuts to 2.50% on weaker growth outlook amid tariff war impact

Global Datanote: Manufacturing PMI, ASEAN, May

  • In one line: A bounce of sorts, but manufacturing is still shaky.

Global Datanote: Exports, Korea, May

In one line: Korea's exports set back less severe than expected, as tariff reprieve offers breathing space

Global Datanote: Caixin Manufacturing PMI, China, May

 Plunge in Caixin manufacturing gauge won't trigger a knee-jerk policy response

Global Datanote: Advance Inflation & Unemployment, Eurozone, May/April

In one line: All set for doves to take charge of ECB policy over the summer. 

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

  • In one line: Recovery maintaining a solid pace, but external headwinds still loom.

Global Datanote: CPI, Indonesia, May

  • In one line: Near-zero inflation is once again around the corner.

Global Datanote: Trade, Indonesia, April

  • In one line: A partially welcome collapse in the surplus.

Global Datanote: Flash PMIs, Eurozone, May 2025

In one line: Services downturn clouding manufacturing’s recovery. 

Global Datanote: Bank Indonesia Decision

  • In one line: Back in business; at least 75bp in more cuts to come this year.

Global Datanote: Detailed Inflation, Eurozone, April 2025

In one line: Headed for 2% over the summer; enough for two more ECB cuts? 

Global Datanote: Economic activity index, Brazil, March, 2025

  • In one line: Q1 surge driven by agriculture; broader gains show resilience.

Global Datanote: CPI, India, April

  • In one line: More food disinflation to come in May; the 2025 consensus remains far too high.

Global Datanote: Inflation, Brazil, April, 2025

  • In one line: Inflation steady in April, but underlying pressures persist, for now.

Global Datanote: Inflation, Mexico, April, 2025

  • In one line: Underlying pressures remain in check, despite a bad start to Q2.
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Keywords for: Global

independent macro research, Global Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,