Global Publications
Below is a list of our Global Publications for the last 6 months. If you are looking for reports older than 6 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 - The idea of a post-election “vibes” shift is unsupported by surveys
- EUROZONE - Our highlights in a busy week: 25bp ECB cut and soft Q4 GDP data
- UK - Speaking less but saying more; MPC speech frequency declining
- CHINA+ - Surprise fall in China’s PMIs signals recovery is far from assured
- EM ASIA - India’s January PMIs a reality check for a still-rosy consensus
- LATAM - Persistent inflation pressures in Brazil; Mexico’s recovery falters
ian shepherdson (Chief Economist, Chairman and Founder)Global
- US - Core inflation still likely to be lower by year-end in most tariff scenarios
- EUROZONE - The outlook for EZ inflation in Q1; a hot headline, but a soft core?
- UK - Ignore the December inflation drop; it’s still heading above 3% in April
- CHINA+ - China’s stimulus policies worked in Q4, but recovery won’t be easy
- EM ASIA - BI shrugs off IDR slump and starts 2025 with shock cut; a good move
- LATAM - Will headwinds from a protectionist US hurt the Mexican economy?
ian shepherdson (Chief Economist, Chairman and Founder)Global
