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: Final Inflation, France, December 2025

In one line: One more decline coming in January before a rebound. 

Global Datanote: CPI, US, December 2025

In one line: Muted rebound in core goods prices suggests tariff pass-through is slowing.

14 January 2026 Global Monitor The tussle over Greenland highlight urgency of European defence spending

  • US - December CPI suggests tariff pass-through is slowing
  • EUROZONE - With friends like this…; how can the EU react as Trump eyes Greenland?
  • UK - GDP likely rose in November despite pre-Budget uncertainty
  • CHINA+ - China’s inflation firms in December, but sustained reflation still tricky
  • EM ASIA - Reasons to believe Vietnam’s Q4 GDP growth shock is the peak
  • LATAM - Brazil’s inflation hits target range; Mexico’s industry finds its footing

Global Datanote: Employment, US, December 2025

In one line: Still weak enough to sustain the pressure for more Fed easing.

Global Datanote: Inflation, Switzerland, December 2025

In one line: December inflation confirms that 2026 likely will be an uneventful year for the SNB. 

7 January 2026 Global Monitor Soft labour market data to keep the pressure on the Fed to ease in March

  • US - December labor market data to maintain pressure on FOMC to ease
  • EUROZONE - ECB doves get a late Christmas gift in Germany’s December HICP
  • UK - Forecast review: five questions for the New Year
  • CHINA+ - China’s services firms optimistic despite cooling in demand
  • EM ASIA - Singapore GDP ends 2025 on a high, but we expect this to fade
  • LATAM - Security, geopolitics and elections redefine LatAm’s political outlook

Global Datanote: GDP, US, Q3 2025

In one line: Q3's strength is unlikely to be sustained.

Global Datanote: LPRs, China, December 2025

In one line: China's LPRs unchanged for seventh straight month amid lower tariff risks

Global Datanote: ECB Rate Decision, December 2025

In one line: On hold, chances of further easing still slim to none.

Global Datanote: Bank Indonesia Decision, December 2025

  • In one line: Look for a change in strategy—to RRR cuts—next year.
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Keywords for: Publications

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