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

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: CPI, Indonesia, May

  • In one line: Near-zero inflation is once again around the corner.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, India, April

  • In one line: More food disinflation to come in May; the 2025 consensus remains far too high.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Advance Inflation, Eurozone, April 2025 & Unemployment, Eurozone, March 2025

In one line: Inflation held steady, but declines are coming; we are adding a July ECB rate cut. 

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: CPI, Indonesia, April

  • In one line: Electricity discounts are now well and truly a thing of the past.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Detailed Inflation, Eurozone, March 2025

In one line: Falling oil prices and a stronger euro are gifts to ECB doves.

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: CPI, US, March, 2025

  • In one line: Tariffs will snatch defeat from the jaws of victory.
Samuel TombsGlobal

Global Datanote: CPI, Indonesia, March

  • In one line: Short-lived, policy-induced deflation is over.
Miguel Chanco (Chief EM Asia Economist)Global
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Keywords for: Global

independent macro research, Global Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,