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

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October

Global Datanote: ISM Manufacturing Survey, US, October 2025

  • In one line: Tariff-led jump in goods inflation likely to be temporary.

Global Datanote: CPI, Indonesia, October 2025

  • In one line: Raising our 2026 average inflation forecast to just over 3%.

Global Datanote: Official Manufacturing PMI, China, October 2025

In one line: Investment stimulus should lift China's manufacturing index from October's trough

Global Datanote: Flash Mfg PMI, Japan, October, 2025

In one line: Fading demand weighs on flash PMI manufacturing activity

Global Datanote: Bank Indonesia Decision, October 2025

  • In one line: Another month, another surprise… this time for a pause, as the Board adopts wait-and-see.

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