Pantheon Macroeconomics

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Global Publications

Below is a list of our Global Publications for the last 5 months. If you are looking for reports older than 5 months please email info@pantheonmacro.com, or contact your account rep

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Ian Shepherdson (Chief Economist, Chairman and Founder)

1 October 2025 Global Monitor We still expect the BOJ to hike by 25bp this month

  • US - September payrolls likely rose only modestly, despite favorable seasonals
  • EUROZONE - SNB stands pat; we now think the easing cycle is over
  • UK - Consumers’ confidence staying resilient despite the headwinds
  • CHINA+ - Japan’s manufacturing sector yet to see tariff relief, despite US deal
  • EM ASIA - Indonesia’s finance minister sets himself up for failure with budget
  • LATAM - Banxico eases amid fragile growth, inflation, and trade uncertainty
Ian Shepherdson (Chief Economist, Chairman and Founder)Global
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