Pantheon Macroeconomics

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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.

29 Mar 2023 Global Monitor

  • U.S. - The Fed is Nervous, but not Panicked, and the Easing Bar is High 
  • EUROZONE - Italy’s Tax Reform: the Straw that will Break the Camel’s Back?
  • U.K. - Will the MPC’s Criteria for Hiking Interest Rates Be Met Again in May 
  • CHINA+ - Energy Subsidies Bring Down Japanese Headline Inflation
  • EM ASIA - A Downshift to 25bp and Clearer Hints for a Q2 Pause by the BSP 
  • LATAM - Inflation Continues to Head South in Brazil, Despite Elevated Policy Noise

Ian Shepherdson (Chief Economist and Founder)Global

Global Datanote: SNB Rate Decision, Q1 2023

In one line: CS problem is solved as far as the SNB is concerned; fight against inflation continues.

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: U.K. Consumer Prices, February 2023

  • In one line: Core services CPI inflation is still tracking a lower path than the MPC anticipated.

Samuel Tombs (UK Economist)Global

22 Mar 2023 Global Monitor

  • U.S. - The Banking Crisis is Deflationary, but the Fed Likely will Hike Today
  • EUROZONE - The SNB will Stay the Course, Despite Credit Suisse Troubles 
  • U.K. - Downside Data Surprises Point to a No-Change MPC Decision This Week
  • CHINA+ - China’s Credit Demand is Narrowly Based at this Stage of Recovery 
  • EM ASIA - BI’s Rose-Tinted 2023 Growth Outlook Still Needs a Reality Check 
  • LATAM - Chile’s Recovery will Continue, Despite the GDP Q4 Noise

Ian Shepherdson (Chief Economist and Founder)Global

Global Datanote: ECB Rate Decision, March 2023

In one line: Staying the course; a sustained rise in volatility is needed to prevent hikes in Q2.

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Trade, Indonesia, February

  • In one line: Ignore the surplus jump, trade continues to wobble.

Miguel Chanco (Chief EM Asia Economist)Global

15 Mar 2023 Global Monitor

  • U.S. - We still expect the Fed to hike next week
  • EUROZONE - The ECB will stick to the plan this week, which is a 50bp hike
  • U.K. - We still think GDP will fall slightly in Q1
  • CHINA+ - Slowing inflation in China is good news for consumers
  • EM ASIA - The growth outlook is keeping the BNM from hiking
  • LATAM - It has been a bumpy first year for Chile’s president, but the outlook is good

Ian Shepherdson (Chief Economist and Founder)Global

Global Datanote: CPI, India, February

  • In one line: Not enough to take 25bp off the table in April.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: BCRP Rate Decision, Peru, March, 2023

  • In one line: On hold and on the sidelines in the near term, due to high uncertainty.

Andres Abadia (Senior International Economist)Global

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Keywords for: Global

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