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.

CPI

Global Datanote: CPI, India, August

  • In one line: Expect this to be a temporary headline bounce.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Mexico, August, 2025

  • In one line: Headline inflation eases, but core remains sticky.
Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Inflation, Switzerland, August 2025

  • In one line: SNB cut this month still on, just.
Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: CPI, Indonesia, August

  • In one line: Surprisingly soft all around.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Brazil, July, 2025

  • In one line: Inflation eases as demand cools.
Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: CPI, Mexico, July, 2025

  • In one line: Disinflation resumes, but risks linger.
Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: PMI, Switzerland, July 2025

In one line: Ugly all round.  

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Inflation, Switzerland, July 2025

In one line: Above consensus; September cut hangs in the balance. 

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Advance Inflation, Eurozone, July 2025

In one line: A blow for ECB doves and September rate cut hopes. 

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: CPI, Indonesia, July 2025

  • In one line: Discount the base effects lifting food inflation; the headline should now stabilise.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Japan, June

In one line: Japan's headline consumer inflation slows after energy subsidies restart; upper house election poses JGB risks

Duncan WrigleyGlobal

Global Datanote: CPI, India, June

  • In one line: Outright food deflation is here, as predicted.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Brazil, June, 2025

  • In one line: Cooling inflation meets new headwinds.
Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: CPI, Mexico, June, 2025

  • In one line: Core pressures lingering, but disinflation resumes.
Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: CPI, Chile, June, 2025

  • In one line: Inflation falls again; BCCh likely to cut rates.
Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Inflation, Switzerland, June 2025

In one line: Back above zero, but unlikely to stay there for long.

Melanie Debono (Senior Eurozone Economist)Global

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: Tokyo CPI, Japan, June

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

Duncan WrigleyGlobal

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

Global Datanote: CPI, India, May

  • In one line: No signs yet of food disinflation stabilising.
Miguel Chanco (Chief EM Asia Economist)Global
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