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.

cpi inflation

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: 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: CPI, Chile, June, 2025

  • In one line: Inflation falls again; BCCh likely to cut rates.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Inflation, Switzerland, June 2025

In one line: Back above zero, but unlikely to stay there for long.

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: CPI, Indonesia, June

  • In one line: Expect a further rise in food inflation in the July report.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Tokyo CPI, Japan, June

In one line: Tokyo inflation cools, thanks to restart of energy subsidies

Duncan WrigleyGlobal

Global Datanote: National CPI, Japan, May

In one line: Japan's core inflation surprised on the upside, but unlikely to sway BoJ into hiking mode

Kelvin Lam (Senior China+ Economist)Global

Global Datanote: Final Inflation, Eurozone, May 2025

In one line: A September cut is still on, but the ECB will end up regretting it. 

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: CPI, India, May

  • In one line: No signs yet of food disinflation stabilising.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Tokyo CPI, Japan, May

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

Kelvin Lam (Senior China+ Economist)Global

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

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

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: CPI, Indonesia, May

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

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Flash PMIs, Eurozone, May 2025

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

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Detailed Inflation, Eurozone, April 2025

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

Claus Vistesen (Chief Eurozone Economist)Global

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