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.

november

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

  • In one line: Activity falters in November; growth constraints persist.
Andrés Abadía (Chief LatAm Economist)Global

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

  • In one line: Activity rebounds in November, but momentum remains weak.
Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Trade, Indonesia, November 2025

  • In one line: Slump in export growth should soon bottom-out.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: National CPI, Japan, November 2025

In one line: Treading sideways

Duncan WrigleyGlobal

Global Datanote: Employment, US, November 2025

In one line: Lackluster, but not alarming enough for a January easing.

Samuel TombsGlobal

Global Datanote: CPI, India, November 2025

  • In one line: Muddied by residual seasonality, but vegetable-price pressures are reviving.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Inflation IPCA, Brazil, November, 2025

  • In one line: Inflation under control, opening the door to gradual rate cuts.
Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: ISM Manufacturing Survey, US, November 2025

  • In one line: Core goods inflation likely to retreat in H1 2026.
Oliver Allen (Senior US Economist)Global

Global Datanote: RatingDog Manufacturing PMI, China, November 2025

In one line: RatingDog PMI stung by waning domestic demand, despite buoyant overseas orders

Duncan WrigleyGlobal

Global Datanote: CPI, Indonesia, November 2025

  • In one line: The turn in rising food inflation is here.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Manufacturing PMI, ASEAN, November 2025

  • In one line: Strengthening to a 38-month high.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bank Indonesia Decision, November 2025

  • In one line: Easing should resume in December, with a final 25bp move.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: BCRP Rate Decision, Peru, November, 2025

  • In one line: On hold, reflecting a cautious global backdrop despite continued soft inflation.
Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Monetary policy meeting, Brazil, November, 2025

  • In one line: Cautious COPOM holds steady amid uncertainty.
Andrés Abadía (Chief LatAm Economist)Global
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Keywords for: Global

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