Pantheon Macroeconomics

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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: ISM Manufacturing Survey, US, October 2025

  • In one line: Tariff-led jump in goods inflation likely to be temporary.
Oliver Allen (Senior US Economist)Global

5 November 2025 Global Monitor The MPC will stand pat this week, but we now see a cut in December

  • US - Indicators of consumers’ spending are starting to flash amber
  • EUROZONE - The ECB keeps rates steady as inflation and GDP look resilient
  • UK - MPC preview: holding Bank Rate steady but signalling cuts
  • CHINA+ - Xi-Trump meet-up: temporary trade truce tilted in China’s favour
  • EM ASIA - Taiwan’s GDP growth still strong, but we think it’s finally peaked
  • LATAM - BCCh holds rates as political noise grows; Mexico’s GDP falls in Q3
Ian Shepherdson (Chief Economist, Chairman and Founder)Global

Global Datanote: PMIs, Switzerland, October 2025

  • In one line: In line with our view of Swiss economic weakness.
Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: CPI, Indonesia, October 2025

  • In one line: Raising our 2026 average inflation forecast to just over 3%.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Trade, Indonesia, September 2025

  • In one line: A deceptively quiet end to Q3 for trade.
Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Inflation, Switzerland, October 2025

  • In one line: Down, but the SNB will ignore it.
Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Advance Inflation, Eurozone, October 2025

In one line: Only a washout in November can deliver an ECB rate cut now. 

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Official Manufacturing PMI, China, October 2025

In one line: Investment stimulus should lift China's manufacturing index from October's trough

Duncan WrigleyGlobal

Global Datanote: ECB Press Conference, October 2025

In one line: Thin gruel, but a bit of clarity on the ECB’s ETS2 assumptions. 

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: ECB Rate Decision, October 2025

  • In one line: Nothing to see here, move along. 
Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Advance GDP, Mexico, Q3, 2025

  • In one line: A poor Q3, but early Q4 indicators hint at tentative stabilisation.
Andrés Abadía (Chief LatAm Economist)Global
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Keywords for: Publications

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence