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.

3 September 2025 Global Monitor ECB easing cycle is done just as the Fed's is about to begin

  • US - August payrolls likely will maintain the pressure for looser Fed policy
  • EUROZONE - ECB’s easing cycle is over; risks now tilting to rate hikes, in 2027
  • UK - Insolvencies holding steady despite the barrage of headwinds
  • CHINA+ - Chinese manufacturers tolerate tariff shifts, but small firms struggle
  • EM ASIA - BI’s urgency to cut faster since July in context; expect at least one more
  • LATAM - Banxico slows pace of easing as core inflation pressures persist

Global Datanote: Export, Korea, August

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

Global Datanote: Trade, Indonesia, July

  • In one line: Still-robust export growth is driving the trade surplus to its highest in years.

Global Datanote: Industrial Production, India, July

  • In one line: Recovering to a four-month high, with some help from base effects.

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

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