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.

Global

Global Datanote: Inflation, Switzerland, November 2025

In one line: Inflation has further to fall, but SNB easing is done.

Melanie Debono (Senior Eurozone Economist)Global

3 December 2025 Global Monitor BoJ to focus on wages and markets, not inflation.

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

Ian Shepherdson (Chief Economist, Chairman and Founder)Global