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.

Global Datanote: ECB Rate decision, July 2025

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

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Flash PMIs, EZ, July 2025

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

Melanie Debono (Senior Eurozone Economist)Global

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

Duncan WrigleyGlobal

23 July 2025 Global Monitor Solid Q2 GDP growth masks intensifying deflation in China

  • US - Tariff-related price hikes hit in June, with worse to come in July
  • EUROZONE - ECB to stand pat this week; big decision awaits in September
  • UK - Most of June’s CPI inflation rise was genuine
  • CHINA+ - China’s steady real GDP print masks intensifying deflation
  • EM ASIA - Malaysian GDP growth rises slightly, but the fundamentals are worrying
  • LATAM - Strong start to 2025 for Brazil and Colombia masks challenges ahead

ian shepherdson (Chief Economist, Chairman and Founder)Global

Global Datanote: CPI, Japan, June

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

Duncan WrigleyGlobal

Global Datanote: Final Inflation, Eurozone, June 2025

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

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Exports, China, June 2025

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

Kelvin Lam (Senior China+ Economist)Global

Global Datanote: Flash Manufacturing PMI, Japan, June

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

Kelvin Lam (Senior China+ Economist)Global

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

Kelvin Lam (Senior China+ Economist)Global

Global Datanote: Bank Indonesia Decision

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

Miguel Chanco (Chief EM Asia Economist)Global

16 July 2025 Global Monitor The EZ would fall into recession with a 30% US trade tariff

  • US -  Immigration probably will continue to add meaningfully to labor supply
  • EUROZONE - A 30% US tariff would send the EZ economy into recession in H2
  • UK -  Consumer spending to be supported by solid income growth
  • CHINA+ - China’s ‘glass half-full’ money and credit data
  • EM ASIA - BNM more worried about GDP growth than we expectedEM ASIA -  
  • LATAM - Brazil’s recovery stalls as financial and external headwinds mount

ian shepherdson (Chief Economist, Chairman and Founder)Global

Global Datanote: CPI, India, June

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

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Mexico, June, 2025

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

Andrés Abadía (Chief LatAm Economist)Global

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

Duncan WrigleyGlobal

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