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: CPI, Indonesia, June

  • In one line: Expect a further rise in food inflation in the July report.

Miguel Chanco (Chief EM Asia Economist)Global

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: Official manufacturing PMI, China, June

In one line: Manufacturing activity index rises thanks to eased tariff tensions and domestic policy support

Duncan WrigleyGlobal

Global Datanote: Banxico Announcement, Mexico, June, 2025

  • In one line: Banxico cuts again, but rising inflation and a split Board signal a slower, more cautious easing cycle ahead.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Tokyo CPI, Japan, June

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

Duncan WrigleyGlobal

25 June 2025 Global Monitor Japan's firms offsetting tariff hit to trade with price cuts

  • US - Consumption looks vulnerable to the looming real-income shock
  • EUROZONE - SNB shies away from negative rates for now; EZ PMI holds steady
  • UK - Week in review: an August cut to Bank Rate looking more likely
  • CHINA+ - Japanese auto exports bear the brunt of US tariff hikes
  • EM ASIA - BSP, rightly unfazed by oil prices, leaves door open to two more cuts
  • LATAM - COPOM surprises with a final hike and signals a prolonged pause

ian shepherdson (Chief Economist, Chairman and Founder)Global

Global Datanote: Flash PMIs, France, June 2025

In one line: Stuck in the mud, but also underestimating growth.

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Preliminary GDP, Japan, Q1

In one line: Japan’s GDP shrinks for the first time in a year, reinforcing the BoJ's wait-and-see stance.

Kelvin Lam (Senior China+ Economist)Global

Global Datanote: National CPI, Japan, May

In one line: Japan's core inflation surprised on the upside, but unlikely to sway BoJ into hiking mode

Kelvin Lam (Senior China+ 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,