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.

September CPI & August IP

Global Datanote: Export, Korea, August

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

Global Datanote: Bangko Sentral ng Pilipinas Decision, August 2025

  • In one line: A less-dovish cut, but expect at least one more before the end of 2025.

Global Datanote: BoK Policy Decision, Korea, August

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

Global Datanote: Bank Indonesia Decision, August 2025

  • In one line: Acting now, while the space to do so comfortably remains available.

Global Datanote: Reserve Bank of India Decision, August 2025

  • In one line: Holding—understandably—in spite of the tariff let-down.

Global Datanote: Inflation, Switzerland, July 2025

In one line: Above consensus; September cut hangs in the balance. 

Global Datanote: CPI, Indonesia, July 2025

  • In one line: Discount the base effects lifting food inflation; the headline should now stabilise.

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: CPI, India, June

  • In one line: Outright food deflation is here, as predicted.

Global Datanote: CPI, Mexico, June, 2025

  • In one line: Core pressures lingering, but disinflation resumes.

Global Datanote: CPI, Chile, June, 2025

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

Global Datanote: Inflation, Switzerland, June 2025

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

Global Datanote: CPI, Indonesia, June

  • In one line: Expect a further rise in food inflation in the July report.
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independent macro research, Global Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,