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.

September CPI & August IP

Global Datanote: CPI, Chile, October, 2025

  • In one line: Inflation eases, pointing to softer Q4 average.

Global Datanote: CPI, Mexico, October, 2025

  • In one line: Headline inflation drops again in October, supporting Banxico’s cautious easing path.

Global Datanote: PMIs, Switzerland, October 2025

  • In one line: In line with our view of Swiss economic weakness.

Global Datanote: CPI, Indonesia, October 2025

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

Global Datanote: Advance Inflation, Eurozone, October 2025

In one line: Only a washout in November can deliver an ECB rate cut now. 

PM Datanote: CPI, US, September 2025

Tariffs still pushing goods inflation higher, but services inflation looks soft under the hood.

Global Datanote: Exports, National CPI, Japan, September

In one line:  BoJ won’t be shocked by modest rise in inflation; likely to hold rates next week waiting for clarity on the new government’s fiscal easing

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

  • In one line: Uneven performance, but risks remain tilted to the downside.

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

  • In one line: A modest improvement, but risks remain biased to the downside.

Global Datanote: CPI, India, September 2025

  • In one line: Food & beverage deflation is back, and will likely deepen this month.

Global Datanote: CPI, Mexico, September, 2025

  • In one line: Disinflation holds, but core pressures persist.

Global Datanote: CPI, Brazil, September, 2025

  • In one line: Inflation rises marginally, but disinflation remains on track.

Global Datanote: Exports, Korea, September, 2025

In one line: Korea’s headline export surge masks WDA slump; Strong chip demand still underpins outlook.

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

  • In one line:  Activity loses momentum in August due mainly to weak mining.

Global Datanote: CPI, Indonesia, September

  • In one line: Food inflation is firming up fast, but core disinflation is a strong anchor.

Global Datanote: Trade, Indonesia, August

  • In one line: Ignore the jump in the surplus; import demand is crashing.
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independent macro research, Global Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,