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
Please use the filters on the right to search for a specific date or topic.
Ian Shepherdson (Chief Economist, Chairman and Founder)
- US - Rates unlikely to track a much lower path with Warsh at the Fed
- EUROZONE - No change from the ECB this week amid mixed data
- UK - GDP likely unchanged in December but activity will pick up in Q1
- CHINA+ - How Beijing is using diplomacy to expose cracks in Western alliances
- EM ASIA - Taiwan Q4 GDP hits a 21st-century high; our call was spot on
- LATAM - Brazil signals March easing; Chile holds but cuts likely ahead
- US - Labor market risks mean the FOMC will hint at further easing to come
- EUROZONE - Resilience in EZ PMIs, but growth expectations are now higher too
- UK - Payrolls look implausibly weak, vacancies are stable
- CHINA+ - BoJ resists market pressure to hike rates, ahead of snap election
- EM ASIA - Expect a quiet year for BI rate action; independence worries overblown
- LATAM - Mexico’s headline inflation under control, but core still sticky
- US - Have foreign businesses eaten the increase in US tariffs?
- EUROZONE - Greenland now the epicentre of a frayed EU-US relationship
- UK - GDP growth in Q4 will beat the MPC’s forecast
- CHINA+ - PBoC focusing on targeted support to further strategic goals
- EM ASIA - Malaysian Q4 GDP surprises to the upside, thanks again to the AI boom
- LATAM - Mexico’s consumption leads and capex lags; Brazil’s activity stabilising
- US - December CPI suggests tariff pass-through is slowing
- EUROZONE - With friends like this…; how can the EU react as Trump eyes Greenland?
- UK - GDP likely rose in November despite pre-Budget uncertainty
- CHINA+ - China’s inflation firms in December, but sustained reflation still tricky
- EM ASIA - Reasons to believe Vietnam’s Q4 GDP growth shock is the peak
- LATAM - Brazil’s inflation hits target range; Mexico’s industry finds its footing
- US - December labor market data to maintain pressure on FOMC to ease
- EUROZONE - ECB doves get a late Christmas gift in Germany’s December HICP
- UK - Forecast review: five questions for the New Year
- CHINA+ - China’s services firms optimistic despite cooling in demand
- EM ASIA - Singapore GDP ends 2025 on a high, but we expect this to fade
- LATAM - Security, geopolitics and elections redefine LatAm’s political outlook
