Pantheon Publications
Below is a list of our Publications for the last 6 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)
- U.S. - Unemployment Likely will Rise even if Job Gains Remain Close to 200K
- EUROZONE- A Dovish ECB, Despite No Talk of Rate Cuts Next Year
- U.K. - MPC Won’t Hint at 2024 Rate Cuts Just Yet, Despite Data Surprises
- CHINA+ - More Stimulus Provides a Growth Cushion Going into 2024
- EM ASIA - BSP’s Off-Cycle Rate Hike a Rash Move; Expect No More This Quarter
- LATAM - We Still Expect Brazil’s Selic Rate to Be Cut to Around 7% Next Year
Ian Shepherdson (Chief Economist, Chairman and Founder)Global
Labor cost inflation is slowing; further progress likely, depressing core services PCE inflation.
Ian Shepherdson (Chief Economist, Chairman and Founder)US
- The Fed will stick to its position today that policy optionality is still required; inflation not yet beaten.
- ISM manufacturing has likely stalled; the modest uptick in the sector has run into the spike in rates.
- Auto sales probably rose marginally in October, but the overall trend is about flat.
Ian Shepherdson (Chief Economist, Chairman and Founder)US
