Pantheon Macroeconomics - Pantheon Macroeconomics' Chief Economist Dr. Ian Shepherdson provides unbiased, independent economic intelligence to financial market professionals.

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About Pantheon Macroeconomics

Pantheon Macroeconomics aims to be the premier provider of unbiased, independent economic intelligence to financial market professionals around the world. Our work focuses on the United States, the Eurozone and Latin America but we draw on long experience to assess and forecast the impact of global economic and market developments.

We seek to provide actionable intelligence in our research, which is published daily and is available by subscription only. Our clients appreciate our candor and rigor, and our willingness to take non-consensus views when our analysis leads us away from the herd. Pantheon’s clients include banks, hedge funds, pension funds and investors in property and other assets.

Our Chief Economist, Ian Shepherdson, has over 20 years experience in both independent and institutional macroeconomic research, and has lived and worked in the United States and Britain. His research is direct, clear and free of economic jargon, but firmly grounded in his analysis of the data. Find out more about our products and services.

Ian Shepherdson’s Biography

Ian Shepherdson’s mission is to present complex economic ideas in a clear, understandable and actionable manner to financial market professionals. He has worked in and around financial markets for more than 20 years, developing a strong sense for what is important to investors, traders, salespeople and risk managers.

His ability to make robust, non-consensus calls and to defend his views with hard analysis has earned him a consistent following in the markets and plaudits from the media over many years. Dr. Shepherdson has been lauded in the New York Times as "consistently right" and the Edmonton Journal calls him an "especially astute observer" of the U.S. economic scene. The London Times labelled him one of “the best economists in the City".

In recent years, Dr. Shepherdson was one of the very first analysts to predict - as early as the fall of 2005 - that a crash in the U.S. housing market would drive the economy into recession, and that a full recovery would take many years. Before that, he warned that the Fed would mistakenly adopt ultra-accommodative policy after the invasion of Iraq, and that this policy would be maintained for too long, eventually leading to inflation pressure.

Before establishing Pantheon Macroeconomics, Ian Shepherdson was the Chief U.S. Economist for High Frequency Economics. From 1996 to 1998 he was the Chief Economist, U.S.A., for HSBC, based in New York. From 1990 through 1996 Ian was based in London, latterly as the Chief U.K. Economist for HSBC.

Ian earned a PhD in Economics and a BSc in Banking and Finance from Loughborough University.

Claus Vistesen's Biography

Claus Vistesen has several years’ experience in the independent macro research space, as a freelancer, consultant and, latterly, as Head of Research of Variant Perception, Inc. He holds Master’s degrees in economics and finance from the Copenhagen Business School and the University of Hull. 

At Pantheon, Claus focusses on the Eurozone, with particular emphasis on the core economies of Germany and France, and on ECB policy. He is keen to argue that the Eurozone still has a business cycle, despite its manifest structural problems, and that investors who focus only on the long-term fundamentals run the risk of missing significant investment opportunities. Claus also specialises in demographics, growth and the interaction between asset markets and monetary policy.

Andres Abadia's Biography

Andres Abadia, who authors our Latin American service, was previously Head of Research at Bankia in Madrid.  Andres is a native of Colombia and has wide and deep experience covering all the Latin American economies. He has degrees in Economics from the Universidad Autónoma de Madrid, Spain and the Universidad Externado de Colombia.

Andres's research covers Brazil, Mexico, Argentina, Chile, Colombia, Venezuela and Peru, focusing on both economic and political developments. The countries of Latin America differ substantially in terms of structure, business cycle and politics, and Andres' research highlights the impact of these differences on currencies, interest rates and equity markets.


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