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.

Central Bank of the Republic of China (Taiwan) Decision

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: Bank of Thailand Decision, October 2025

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

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: BoJ Decision, Japan, September 2025

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

Global Datanote: LPR, China, September 2025

In one line: China’s commercial banks keep LPR steady in September; PBoC wary of a buoyant equity market

Global Datanote: Exports, China, August, 2025

In one line: China exports slow on low-tech weakness; US, Africa and LatAM slump offsets ASEAN strength

Global Datanote: PPI, China, July, 2025

  • In one line: China’s producer prices continue to fall amid involution and weak demand

Global Datanote: PPI, China, August, 2025

  • In one line: Improvement in producer deflation appears mainly driven by short-term factors, more than policy yet

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

Global Datanote: Bank Indonesia Decision, August 2025

  • In one line: Acting now, while the space to do so comfortably remains available.

Global Datanote: BoJ Decision, Japan, July

In one line: BoJ stands pat today, nudges up its inflation forecast; Ueda dovish at presser 

Global Datanote: Official Manufacturing PMI, China, July

In one line: China PMI signals weakening manufacturing momentum at the start of H2; policy support likely ahead

Global Datanote: Loan Prime Rates, China, July

In one line: China keeps LPR unchanged, further easing expected in the second half of 2025

Global Datanote: Reserve Bank of India Decision, August 2025

  • In one line: Holding—understandably—in spite of the tariff let-down.

Global Datanote: Caixin Manufacturing PMI, China, July

In one line: China’s manufacturing sector rocked by trade uncertainty

Global Datanote: Politburo, China, Q2

In one line: China's Q2 Politburo meeting downplays trade risks, focuses on domestic issues like price wars

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