Pantheon Macroeconomics

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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.

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2 December 2024 UK Monitor Forecast review: The MPC will cut gradually despite weaker growth

  • We trim our Q4 growth forecast to 0.3% quarter-to-quarter, after weak GDP and the fall in the PMI.
  • Unemployment is likely trending up gradually and wage growth is slowing.
  • But services inflation and wage growth remain too strong, so the MPC will cut only gradually.

Rob Wood (Chief UK Economist)UK

China+ Datanote: BoK Decision, Korea, November

BoK makes surprise rate cut to bolster Korean growth, amid looming trade protectionism risks

Duncan WrigleyChina+

November 2024 - Emerging Asia Chartbook

EM ASIA IS PARTICULARLY EXPOSED TO ‘TRUMP 2.0’

  • …INDONESIA AND THE PHILIPPINES DISAPPOINT IN Q3

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

November 2024 - EZ Economic Chartbook

ECB DOVES STILL HAVE THE UPPER HAND...

  • ...BUT THEY WON’T GET A 50BP CUT IN DECEMBER

Claus Vistesen (Chief Eurozone Economist)Eurozone

November 2024 - UK Chartbook

REBOUNDING GROWTH AND SLOWLY EASING WAGES

  • ...THE MPC WILL CUT IN NOVEMBER AND THREE TIMES IN 2025

Rob Wood (Chief UK Economist)UK

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Keywords for: Publications

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