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.

Please use the filters on the right to search for a specific date or topic.

Fiscal Policy

Global Datanote: ECB Press Conference, April 2024

In one line: The ECB will cut in June, barring a significant shift in its Q2 forecasts.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: ECB Press Conference, April 2024

In one line: The ECB will cut in June, barring a significant shift in its Q2 forecasts.

Claus Vistesen (Chief Eurozone Economist)Eurozone

Global Datanote: ECB Rate Decision, April 2024

In one line: A dovish hold—as expected—with a clear signal of a June cut.

Claus Vistesen (Chief Eurozone Economist)Daily Monitor

EZ Datanote: ECB Rate Decision, April 2024

In one line: A dovish hold—as expected—with a clear signal of a June cut.

Claus Vistesen (Chief Eurozone Economist)Eurozone

Global Datanote: SNB Rate Decision, Q1 2024

In one line: The SNB beats the ECB to the punch on rate cuts. 

Melanie Debono (Senior Eurozone Economist)Global

EZ Datanote: SNB Rate Decision, Q1 2024

In one line:  The SNB beats the ECB to the punch on rate cuts. 

Melanie Debono (Senior Eurozone Economist)Eurozone

PM Datanote: Monetary policy meeting, Brazil, March, 2024

  • In one line: The Board exercises caution, as forward guidance is limited to one meeting.

Andres Abadia (Senior International Economist)Latin America

Global Datanote: Monetary policy meeting, Brazil, March, 2024

  • In one line: The Board exercises caution, as forward guidance is limited to one meeting.

Andres Abadia (Senior International Economist)Global

China+ Datanote: MLF rate, China, March

PBoC stands pat on MLF rate; draining cash from banking system first time since end 2022.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: BoK Policy Decision, Korea, February

  • The BoK stays put, but changing voting pattern hints at future policy shift

Duncan WrigleyChina+

CHINA+ DATA WRAP 22 February 2024: BoK on hold; Japanese flash PMIs

BoK on hold, but hinting at future easing; Japan's flash PMIs indicate continued sluggishness

Duncan WrigleyChina+

China+ Datanote: PBoC Policy Decision, China, February

Surprise 25bp cut to five-year LPR unlikely enough to ensure rapid property market rebound; one-year LPR on hold

Duncan WrigleyChina+

CHINA+ DATA WRAP 20 February 2024: surprise 25bp five-year LPR cut

Surprise 25bp cut to five-year LPR unlikely enough to ensure rapid property market rebound; one-year LPR on hold

Duncan WrigleyChina+

China+ Datanote: BoJ Policy Decision, Japan, January

The BoJ keeps policy steady; Governor Ueda confirms focus on the spring wage round

Duncan WrigleyChina+

CHINA+ DATA WRAP 23 JANUARY 2024: The BoJ keeps policy steady

The BoJ keeps policy steady; Governor Ueda confirms focus on the spring wage round

Duncan WrigleyChina+

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