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.

Emerging Asia Datanotes Chartbook

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: SNB Rate Decision, Q2 2025

In one line: We were wrong; SNB opts for another small cut.

Melanie Debono (Senior Eurozone 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: 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: Bank Indonesia Decision

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

Miguel Chanco (Chief EM Asia 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: Flash Manufacturing PMI, Japan, May

In one line: Japan's manufacturing PMI rose as US importers rushed orders ahead of Tariff reprieve expiry.

Kelvin Lam (Senior China+ 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

Global Datanote: Reserve Bank of India Decision

  • In one line: Front-loading most of this year’s remaining cuts.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Official Manufacturing PMI, China, May

In one line: China's manufacturing activity shrinks at a slower pace in May due to US tariff reprieve

Kelvin Lam (Senior China+ 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: Bank of Korea Decision, Korea, May

In one line: BoK cuts to 2.50% on weaker growth outlook amid tariff war impact

Kelvin Lam (Senior China+ Economist)Global

Global Datanote: Manufacturing PMI, ASEAN, May

  • In one line: A bounce of sorts, but manufacturing is still shaky.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Exports, Korea, May

In one line: Korea's exports set back less severe than expected, as tariff reprieve offers breathing space

Kelvin Lam (Senior China+ Economist)Global

Global Datanote: Caixin Manufacturing PMI, China, May

 Plunge in Caixin manufacturing gauge won't trigger a knee-jerk policy response

Duncan WrigleyGlobal

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

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