Global

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.

national cpi

Global Datanote: CPI, US, December 2025

In one line: Muted rebound in core goods prices suggests tariff pass-through is slowing.

Samuel TombsGlobal

Global Datanote: CPI, Indonesia, December 2025

In one line: Brace for a Q1 spike in headline inflation.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: National CPI, Japan, November 2025

In one line: Treading sideways

Duncan WrigleyGlobal

Global Datanote: CPI, India, November 2025

In one line: Muddied by residual seasonality, but vegetable-price pressures are reviving.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: SNB Rate Decision, Q4 2025

In one line: On hold, as we expect it to be until early 2027.

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Inflation, Switzerland, November 2025

In one line: Inflation has further to fall, but SNB easing is done.

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: CPI, Indonesia, November 2025

In one line: The turn in rising food inflation is here.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, India, October 2025

In one line: Headline is going nowhere for the rest of this year.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Chile, October, 2025

In one line: Inflation eases, pointing to softer Q4 average.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: CPI, Mexico, October, 2025

In one line: Headline inflation drops again in October, supporting Banxico’s cautious easing path.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: CPI, Indonesia, October 2025

In one line: Raising our 2026 average inflation forecast to just over 3%.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Inflation, Switzerland, October 2025

In one line: Down, but the SNB will ignore it.

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Advance Inflation, Eurozone, October 2025

In one line: Only a washout in November can deliver an ECB rate cut now.

Claus Vistesen (Chief Eurozone Economist)Global

PM Datanote: CPI, US, September 2025

Tariffs still pushing goods inflation higher, but services inflation looks soft under the hood.

Oliver Allen (Senior US Economist)Global

Global Datanote: Exports, National CPI, Japan, September

In one line: BoJ won’t be shocked by modest rise in inflation; likely to hold rates next week waiting for clarity on the new government’s fiscal easing

Duncan WrigleyGlobal