Pantheon Macroeconomics

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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

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Global

22 November 2023 Global Monitor 2% Inflation in the U.S. is near

  • U.S. - The Pre-conditions for 2% Inflation are Mostly in Place
  • EUROZONE- The EZ inflation data remain consistent with a March cut,to us 
  • U.K. - CPI Inflation Falling Quickly Enough for the MPC to Start Easing in Q2 
  • CHINA+ - China’s Property Developers Continue to Flounder
  • EM ASIA - Collapse in Imports Saves Thai Q3 GDP from Complete Disaster 
  • LATAM - Milei’s Victory Presages Radical Change in Argentina; Will It Be Good?

Ian Shepherdson (Chief Economist, Chairman and Founder)Global

Global Datanote: Final Inflation, Eurozone, October 2023

In one line: The path to a March rate cut remains clear, to us.

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: A sensible pause, after October’s rash out-of-cycle hike.

Miguel Chanco (Chief EM Asia Economist)Global

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