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.

october 2025

Global Datanote: IP, India, December 2025

  • In one line: An unexpected—if narrow—jump to a 26-month high.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Economic activity index, Mexico, November, 2025

  • In one line: Activity falters in November; growth constraints persist.
Andrés Abadía (Chief LatAm Economist)Global

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

  • In one line: Activity rebounds in November, but momentum remains weak.
Andrés Abadía (Chief LatAm Economist)Global

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: Employment, US, December 2025

In one line: Still weak enough to sustain the pressure for more Fed easing.

Samuel TombsGlobal

Global Datanote: ISM Manufacturing Survey, US, December 2025

  • In one line: Still struggling for momentum.
Oliver Allen (Senior US Economist)Global

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: Trade, Indonesia, November 2025

  • In one line: Slump in export growth should soon bottom-out.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Manufacturing PMI, ASEAN, December 2025

  • In one line: H2 surge in manufacturing ends on a soft note.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: GDP, US, Q3 2025

In one line: Q3's strength is unlikely to be sustained.

Oliver Allen (Senior US Economist)Global

Global Datanote: LPRs, China, December 2025

In one line: China's LPRs unchanged for seventh straight month amid lower tariff risks

Duncan WrigleyGlobal

Global Datanote: National CPI, Japan, November 2025

In one line: Treading sideways

Duncan WrigleyGlobal

Global Datanote: Central Bank of the Republic of China (Taiwan) Decision, December 2025

  • In one line: No rate cut needed.
Meekita Gupta (Asia Economist)Global

Global Datanote: Bank Indonesia Decision, December 2025

  • In one line: Look for a change in strategy—to RRR cuts—next year.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank of Thailand Decision, December 2025

  • In one line: Expect a quick follow-up cut in February.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Employment, US, November 2025

In one line: Lackluster, but not alarming enough for a January easing.

Samuel TombsGlobal

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: Bangko Sentral ng Pilipinas Decision, December 2025

  • In one line: Easing “nearing its end”, but we still see a terminal rate of 4.25%.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Inflation IPCA, Brazil, November, 2025

  • In one line: Inflation under control, opening the door to gradual rate cuts.
Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Reserve Bank of India Decision, December 2025

  • In one line: Not buying 8%-plus growth either, but taking the chance before CPI mean-reverts.
Miguel Chanco (Chief EM Asia Economist)Global
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