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.

bi-weekly cpi and eai

Global Datanote: National CPI, Japan, April, 2026

  • In one line: Japan's inflation slowed in April, but that probably won't dissuade the BoJ from hiking

Global Datanote: CPI, US, April 2026

  • In one line: Boosted by several one-time jumps; momentum to fade this summer.

Global Datanote: CPI, India, April 2026

  • In one line: Food price pressures at the margin are collapsing.

Global Datanote: CPI, Mexico, April, 2026

  • In one line: Core inflation remains sticky, keeping Banxico cautious.

Global Datanote: Tokyo CPI, Japan, April 2026

  • In one line: Subdued, thanks to expanded childcare subsidies

Global Datanote: Inflation, Switzerland, March 2026

In one line: Energy shock gives the SNB room to breathe as inflation is set to accelerate further. 

Global Datanote: CPI, Indonesia, March 2026

  • In one line: A swift return to BI’s target range thanks to base effects.

Global Datanote: National CPI, Japan, February

  • In one line: In one line: inflation fell in February, ahead of oil price surge

Global Datanote: SNB Rate Decision, Q1 2026

  • In one line: On hold, stronger emphasis on FX intervention.

Global Datanote: CPI, India, February 2026

  • In one line: Still mainly a food story, but Middle East pressures should surface in the March data.

Global Datanote: CPI, Mexico, February, 2026

  • In one line: Core pressures pushed inflation up slightly and the outlook is worsening.

Global Datanote: CPI, Indonesia, February 2026

  • In one line: Underlying price pressures rising, but feel free to ignore the breach of BI’s range.

Global Datanote: Final Inflation, Eurozone, January 2026

In one line: Dovish, but far from underwriting a further rate cut. 

Global Datanote: National CPI, Japan, January 2026

In one line: Japan's cooling consumer inflation justifies BoJ taking time on rate hike

Global Datanote: CPI, India, January 2026

  • In one line: Holding judgement, for now, as we await more details; but downside risks to 2026 forecast.

Global Datanote: Full-year GDP, Germany, 2025

In one line: Back to growth; reversal of net trade drag a big upside risk to 2026 growth. 

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