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.

2025

Global Datanote: Official Manufacturing PMI, China, October 2025

In one line: Investment stimulus should lift China's manufacturing index from October's trough

Global Datanote: Advance GDP, Mexico, Q3, 2025

  • In one line: A poor Q3, but early Q4 indicators hint at tentative stabilisation.

PM Datanote: CPI, US, September 2025

Tariffs still pushing goods inflation higher, but services inflation looks soft under the hood.

Global Datanote: Flash Mfg PMI, Japan, October, 2025

In one line: Fading demand weighs on flash PMI manufacturing activity

Global Datanote: Economic activity index, Mexico, August, 2025

  • In one line: Uneven performance, but risks remain tilted to the downside.

Global Datanote: Bank Indonesia Decision, October 2025

  • In one line: Another month, another surprise… this time for a pause, as the Board adopts wait-and-see.

Global Datanote: Economic activity index, Brazil, August, 2025

  • In one line: A modest improvement, but risks remain biased to the downside.

Global Datanote: CPI, India, September 2025

  • In one line: Food & beverage deflation is back, and will likely deepen this month.

Global Datanote: CPI, Mexico, September, 2025

  • In one line: Disinflation holds, but core pressures persist.

Global Datanote: CPI, Brazil, September, 2025

  • In one line: Inflation rises marginally, but disinflation remains on track.

Global Datanote: Bangko Sentral ng Pilipinas Decision, October 2025

  • In one line: Surprise, surprise… we weren’t at the “sweet spot” after all.

Global Datanote: Exports, Korea, September, 2025

In one line: Korea’s headline export surge masks WDA slump; Strong chip demand still underpins outlook.

Global Datanote: Bank of Thailand Decision, October 2025

  • In one line: Expect this to be a temporary pause from the new Governor and Co.

Global Datanote: Economic activity index, Chile, August, 2025

  • In one line:  Activity loses momentum in August due mainly to weak mining.

Global Datanote: Reserve Bank of India Decision, September 2025

  • In one line: Pause continues, but further easing is still very much on the table.

Global Datanote: Manufacturing PMIs, China, September 2025

In one line: Broad improvement ahead of investment stimulus

Global Datanote: 20-Day Exports, Korea, September 2025

In one line: Korea’s September WDA exports plunge, led by US and China.

Global Datanote: BoJ Decision, Japan, September 2025

In one line: BoJ stays put on rates in September, starts ETFs and J-REITs offloading plan

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