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 - Stagnation still lies ahead, as the trade war narrows, but deepens
- EUROZONE - The ECB will cut by 25bp this week but offer little guidance
- UK - Week in review: GDP jumps in February but tariffs will hurt growth
- CHINA+ - Beyond tit-for-tat tariffs: what Xi’s China is really fighting for
- EM ASIA - ‘Factory Asia’—ex-China—won’t break, even if April 9 tariffs return
- LATAM - Brazil battles inflation as activity surprises and fiscal risks linger
ian shepherdson (Chief Economist, Chairman and Founder)Global
- US - Stagnation in GDP is now our base case, after the tariff madness
- EUROZONE - We think the EZ economy is now entering a technical recession
- UK - GDP likely unchanged in February as manufacturing drags on growth
- CHINA+ - China’s brinkmanship with the US likely aimed at forcing start of talks
- EM ASIA - GDP downgrades and more rate cuts, in the wake of ‘Liberation Day’
- LATAM - LatAm positioned to capitalise on trade shifts and tariff pressures
ian shepherdson (Chief Economist, Chairman and Founder)Global
- US - Liberation Day to reduce uncertainty, but at what inflation cost?
- EUROZONE - Data signal an ECB pause in April, ‘Liberation Day’ permitting
- UK - Cuts and creative accounting will restore the fiscal headroom
- CHINA+ - The BoJ to focus on tariff impact, as food inflation builds again
- EM ASIA - Unsurprisingly, Taiwan’s central bank continues to hold rates
- LATAM - Tough days for Banxico demand bold monetary policy action
ian shepherdson (Chief Economist, Chairman and Founder)Global
