Pantheon Macroeconomics

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Global Publications

Below is a list of our Global Publications for the last 6 months. If you are looking for reports older than 6 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.

February CPI & January IP

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

  • In one line: A poor headline, but the underlying trend remains positive.

Andrés Abadía (Chief LatAm Economist)Global

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

  • In one line: Better, but the overall picture is still one of subpar growth. 

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Trade, Indonesia, February

  • In one line: February export pop isn’t so black and white.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Inflation, Brazil, February, 2025

  • In one line: Inflation pressures persist despite economic activity slowing.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: February CPI & January IP, India

  • In one line: Food disinflation strikes again; consumer non-durables IP stages a partial rebound.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: US Employment, February

  • In one line: A snapshot of a prior age, before the shift in federal government policies undermined confidence.

Samuel TombsGlobal

Global Datanote: Inflation, Chile, February, 2025

  • In one line: Disinflation resumes as temporary shocks subside.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: CPI, Indonesia, February

  • In one line: A surprising—though likely temporary—dip into outright deflation.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Manufacturing PMI, ASEAN, February

  • In one line: A 7-month high, but no clear signs of US front-loading, yet. 

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, January

  • In one line: A very unwelcome leap in the trade surplus.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: US Employment, January

  • In one line: Positive near-term revisions offset the subpar January print; a March easing is off the table.

Samuel TombsGlobal

Global Datanote: US CPI, January

  • In one line: Seasonals still failing to offset new year price rises; February data will reassure the FOMC.

Samuel TombsGlobal

Global Datanote: January CPI & December IP, India

  • In one line: Setting the stage for an immediate follow-up rate cut in April; consumer goods output go MIA to close off 2024.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Inflation, Brazil, January, 2025

  • In one line: Modest January pressures offer little relief to a challenging inflation outlook.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Banxico Announcement, Mexico, February, 2025

  • In one line: A larger cut; improving inflation outlook allows for bolder action.

Andrés Abadía (Chief LatAm Economist)Global

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independent macro research, Global Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,