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)

11 June 2025 Global Monitor Sentiment in China resilient to trade war

  • US - Mr. Trump is right; the labor market will need substantial Fed easing soon
  • EUROZONE - Irish distortions return; we revise down our Q2 EZ GDP forecast
  • UK - CPI preview: we still think May inflation will match the MPC’s call
  • CHINA+ - China’s residential market enjoying only a modest boost
  • EM ASIA - RBI’s surprise front-loading of cuts doesn’t mark the finish line
  • LATAM - Uncertainty and caution behind Mexico’s faltering domestic demand

4 June 2025 Global Monitor Soft inflation sets up dovish ECB and SNB meetings in June

  • US - Weaker consumers’ spending and higher core inflation lie ahead
  • EUROZONE - Soft inflation data signal dovish ECB and SNB meetings in June
  • UK - Forecast review: Stronger growth and sticky inflation take away a cut
  • CHINA+ - China’s residential market enjoying only a modest boost
  • EM ASIA - India’s investment-led Q1 leap is unreliable; consumers still in doubt
  • LATAM - Solid start for Chile’s Q2 growth; subdued inflation pressures in Peru
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