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

Please use the filters on the right to search for a specific date or topic.

Ian Shepherdson (Chief Economist, Chairman and Founder)

21 January 2026 Global Monitor Foreign exporters have "eaten" a big chunk of the tariffs so far

  • 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

14 January 2026 Global Monitor The tussle over Greenland highlight urgency of European defence spending

  • 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

7 January 2026 Global Monitor Soft labour market data to keep the pressure on the Fed to ease in March

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