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.

Global Datanote: Trade, Indonesia, May

  • In one line: Export growth probably will buckle again in Q3.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Manufacturing PMI, ASEAN, June

  • In one line: Post-export-front-loading clouds continue to darken.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Caixin Manufacturing PMI, China, June

In one line: Caixin PMI concurs with official index in showing manufacturing activity rebound

Duncan WrigleyGlobal

2 July 2025 Global Monitor Soft June payrolls incoming

  • US - Expect soft June payrolls, and yet another set of downward revisions
  • EUROZONE - June’s EZ inflation rise will more than reverse in July and August
  • UK - Payroll data have gone haywire; job growth is likely improving
  • CHINA+ - BoJ to sit tight as stagflation risk rears its ugly head
  • EM ASIA - Hoping we’re not jinxing it…we rescind our call for SBV cuts in 2025
  • LATAM - Banxico signals slower data-driven easing, as inflation risks persist
Ian Shepherdson (Chief Economist, Chairman and Founder)Global

Global Datanote: Industrial Production, India, May

  • In one line: Consumer-facing industries are buckling.
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,