Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

Global Publications

Below is a list of our Global 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.

21 May 2025 Global Monitor Stong GDP growth won't prevent the SNB from cutting below zero

  • US - How stimulative will fiscal policy be if the “Big Beautiful Bill” passes?
  • EUROZONE - Swiss economy galloping in 2025, though growth is now slowing
  • UK - MPC preview: dovish shift, but not as much as the market expected
  • CHINA+ - Japan’s weak Q1 GDP print reinforces BoJ’s decision to pause
  • EM ASIA - US front-running boosts Thailand’s Q1, but it’s all downhill from here
  • LATAM - Banxico delivers another 50bp rate cut amid weak growth

ian shepherdson (Chief Economist, Chairman and Founder)Global

Global Datanote: Detailed Inflation, Eurozone, April 2025

In one line: Headed for 2% over the summer; enough for two more ECB cuts? 

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Economic activity index, Brazil, March, 2025

  • In one line: Q1 surge driven by agriculture; broader gains show resilience.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: CPI, India, April

  • In one line: More food disinflation to come in May; the 2025 consensus remains far too high.

Miguel Chanco (Chief EM Asia Economist)Global

14 May 2025 Global Monitor The tightening cycle is over in Brazil; when come the cuts?

  • US - Inflation outlook little changed by China deal, but exports will be firmer
  • EUROZONE - The US-China trade deal is worth less than markets believe
  • UK - MPC preview: dovish shift, but not as much as the market expected
  • CHINA+ - China considering a major overhaul of its housing-market model
  • EM ASIA - Philippines’ Q1 wasn’t that bad but may be as good as it gets for 2025
  • LATAM - Brazil’s COPOM sticks to the script but signals a long pause

ian shepherdson (Chief Economist, Chairman and Founder)Global

Global Datanote: Inflation, Brazil, April, 2025

  • In one line: Inflation steady in April, but underlying pressures persist, for now.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Inflation, Mexico, April, 2025

  • In one line: Underlying pressures remain in check, despite a bad start to Q2.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Inflation, Chile, April, 2025

  • In one line: Disinflation resumes, and the near-term outlook remains benign.

Andrés Abadía (Chief LatAm Economist)Global

7 May 2025 Global Monitor We now think the ECB will cut its deposit rate to 1.75% by July

  • US - Uncertainty over tariffs hasn’t killed jobs yet, but their imposition will hurt
  • EUROZONE - Soft headline inflation will pave the way for a 1.75% depo-rate by July
  • UK - MPC preview: all about the likely new downside scenario
  • CHINA+ - US and China edge closer to trade talks after back-channel signals
  • EM ASIA - Taiwan’s GDP gets a boost from “Liberation Day” tariff chaos
  • LATAM - Mexico narrowly escapes recession, but the outlook is far from rosy

ian shepherdson (Chief Economist, Chairman and Founder)Global

Global Datanote: Advance Inflation, Eurozone, April 2025 & Unemployment, Eurozone, March 2025

In one line: Inflation held steady, but declines are coming; we are adding a July ECB rate cut. 

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: CPI, Indonesia, April

  • In one line: Electricity discounts are now well and truly a thing of the past.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: ISM Manufacturing Survey, US, April, 2025

  • In one line: Headline index steady in April; but a lot of pain lies ahead.

Samuel TombsGlobal

Global Datanote: BanRep Announcement, Colombia, April, 2025

  • In one line: Surprise rate cut signals cautious support for the recovery.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Advance GDP, US, Q1, 2025

  • In one line: Tariffs distort the numbers, but underlying growth was already slowing in Q1

Oliver Allen (Senior US Economist)Global

Global Datanote: Advance GDP, Mexico, Q1, 2025

  • In one line: Agricultural rebound masks broad-based weakness.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Bank of Thailand Decision

  • In one line: Compelled by the US’ tariff war, and allowed for by a resumption of sub-1% inflation.

Miguel Chanco (Chief EM Asia Economist)Global

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Region

Filter by Publication Type

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters
Consistently Right
Access Key Enabled Navigation
Keywords for: Global

independent macro research, Global Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,