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)

5 February 2025 Global Monitor Tariffs will lift US inflation in 2025, but by how much?

  • US - A growth slowdown looms, as the saving rate rebounds
  • EUROZONE - The ECB can’t dodge questions on the neutral rate for much longer
  • UK - MPC preview: 25bp cut, guiding to three-to-four reductions in 2025
  • CHINA+ - DeepSeek puts Chinese AI on the map; a wake-up call for investors
  • EM ASIA - New headwinds amid green shoots; PH won’t do much better in 2025
  • LATAM - Mexico, Colombia: mixed inflation signals amid rate cut prospects

ian shepherdson (Chief Economist, Chairman and Founder)Global

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