Pantheon Publications
Below is a list of our Publications for the last 5 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.
Ian Shepherdson (Chief Economist, Chairman and Founder)
- US - Most alternative indicators of payrolls are garbage
- EUROZONE - Swiss inflation is low and set to fall, but the SNB will ignore it
- UK - H1 growth well-balanced, if we smooth through front-running
- CHINA+ -Japan’s likely new prime minister could lead the BoJ to delay rate rise
- EM ASIA - Still a matter of when, not if, the RBI will cut again; we look for December
- LATAM - BanRep holds rates as inflation persists, fiscal weakness deepens
- US - September payrolls likely rose only modestly, despite favorable seasonals
- EUROZONE - SNB stands pat; we now think the easing cycle is over
- UK - Consumers’ confidence staying resilient despite the headwinds
- CHINA+ - Japan’s manufacturing sector yet to see tariff relief, despite US deal
- EM ASIA - Indonesia’s finance minister sets himself up for failure with budget
- LATAM - Banxico eases amid fragile growth, inflation, and trade uncertainty
