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

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September CPI & August IP Duncan Wrigley

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

Global Datanote: Manufacturing PMIs, China, September 2025

In one line: Broad improvement ahead of investment stimulus

Global Datanote: Flash Manufacturing PMI, Japan, September

In one line: Manufacturing sector gloom amid tariff weight and political risks

Global Datanote: PPI, China, August, 2025

  • In one line: Improvement in producer deflation appears mainly driven by short-term factors, more than policy yet

Global Datanote: Export, Korea, August

  • In one line: WDA-export growth holds up despite tariff ructions   

Global Datanote: BoK Policy Decision, Korea, August

In one line: BoK stays put amid US pressure not to weaken currency

Global Datanote: CPI, Japan, June

In one line: Japan's headline consumer inflation slows after energy subsidies restart; upper house election poses JGB risks

Global Datanote: Tokyo CPI, Japan, June

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

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