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)

10 December Global Monitor The SNB won't budge next year, even if inflation fall, below zero.

  • US - Consumer resilience is ebbing as year-end approaches.
  • EUROZONE - SNB to stand pat despite fall in inflation.
  • UK - PMI shows growth stabilising after Budget chaos.
  • CHINA+ - China's Politburo focus on domestic demand and structural issues.
  • EM ASIA - RBI resumes its easing cycle, but this cut will likely be its last.
  • LATAM - Brazil's Q3 GDP stalls as tight financial conditions bite.

3 December 2025 Global Monitor BoJ to focus on wages and markets, not inflation.

  • US - Why are tariff revenues falling short of everyone’s projections?
  • EUROZONE - Swiss and Italian GDP recovering; their fortunes will diverge in 2026
  • UK - Delayed fiscal tightening gives the MPC little reason to cut rates more
  • CHINA+ - China’s consumption promotion plan flatters to deceive
  • EM ASIA - Egg on our faces for India’s Q3, but the detail is with us
  • LATAM - Inflation eases further; Copom likely to cut rates in January
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independent macro research, Global Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,