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 - Lackluster payrolls, but not alarming enough for a January easing
- EUROZONE - ECB preview: EZ policy rates to stay on hold all the way until 2027
- UK - CPI preview 2: headline falling to 3.5%, but services up to 4.7%
- CHINA+ - China’s domestic demand still in the slow lane as policy boost fades
- EM ASIA - “End” to BSP’s easing will come when rates fall to 4.25%
- LATAM - Kast’s mandate signals Chile’s return to discipline, and market confidence
- US - Consumer resilience is ebbing as year-end approaches.
- EUROZONE - SNB to stand pat despite fall in inflation.
- UK - PMI shows growth stabilising after Budget chaos.
- CHINA+ - China's Politburo focus on domestic demand and structural issues.
- EM ASIA - RBI resumes its easing cycle, but this cut will likely be its last.
- LATAM - Brazil's Q3 GDP stalls as tight financial conditions bite.
- US - Why are tariff revenues falling short of everyone’s projections?
- EUROZONE - Swiss and Italian GDP recovering; their fortunes will diverge in 2026
- UK - Delayed fiscal tightening gives the MPC little reason to cut rates more
- CHINA+ - China’s consumption promotion plan flatters to deceive
- EM ASIA - Egg on our faces for India’s Q3, but the detail is with us
- LATAM - Inflation eases further; Copom likely to cut rates in January
