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.

Central Bank of the Republic of China (Taiwan) Decision

Global Datanote: Bangko Sentral ng Pilipinas Decision, August 2025

  • In one line: A less-dovish cut, but expect at least one more before the end of 2025.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: BoK Policy Decision, Korea, August

In one line: BoK stays put amid US pressure not to weaken currency

Duncan WrigleyGlobal

Global Datanote: Bank Indonesia Decision, August 2025

  • In one line: Acting now, while the space to do so comfortably remains available.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: BoJ Decision, Japan, July

In one line: BoJ stands pat today, nudges up its inflation forecast; Ueda dovish at presser 

Kelvin Lam (Senior China+ Economist)Global

Global Datanote: Official Manufacturing PMI, China, July

In one line: China PMI signals weakening manufacturing momentum at the start of H2; policy support likely ahead

Kelvin Lam (Senior China+ Economist)Global

Global Datanote: Loan Prime Rates, China, July

In one line: China keeps LPR unchanged, further easing expected in the second half of 2025

Kelvin Lam (Senior China+ Economist)Global

Global Datanote: Reserve Bank of India Decision, August 2025

  • In one line: Holding—understandably—in spite of the tariff let-down.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Caixin Manufacturing PMI, China, July

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

Duncan WrigleyGlobal

Global Datanote: Politburo, China, Q2

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

Duncan WrigleyGlobal

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: 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

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

Global Datanote: Caixin Manufacturing PMI, China, June

In one line: Caixin PMI concurs with official index in showing manufacturing activity rebound

Duncan WrigleyGlobal

Global Datanote: Official manufacturing PMI, China, June

In one line: Manufacturing activity index rises thanks to eased tariff tensions and domestic policy support

Duncan WrigleyGlobal

Global Datanote: Loan Prime Rates, China, June

In one line: BoJ slowed tapering pace for next fiscal year but stood pat on policy rates in June

Kelvin Lam (Senior China+ Economist)Global

Global Datanote: BoJ Decision, Japan, June

In one line: BoJ slowed tapering pace for next fiscal year but stood pat on policy rates in June

Kelvin Lam (Senior China+ Economist)Global

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: Rightly unfazed, for now, by the upswing in oil prices.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank Indonesia Decision

  • In one line: Sticking to the gradualist approach, for now.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Exports, China, May

In one line: China's monthly exports rebounded in May, thanks to tariff reprieve.

Kelvin Lam (Senior China+ Economist)Global

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