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

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

Global Datanote: US Employment, January

  • In one line: Positive near-term revisions offset the subpar January print; a March easing is off the table.

Samuel TombsGlobal

Global Datanote: US CPI, January

  • In one line: Seasonals still failing to offset new year price rises; February data will reassure the FOMC.

Samuel TombsGlobal

Global Datanote: January CPI & December IP, India

  • In one line: Setting the stage for an immediate follow-up rate cut in April; consumer goods output go MIA to close off 2024.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Inflation, Brazil, January, 2025

  • In one line: Modest January pressures offer little relief to a challenging inflation outlook.

Andrés Abadía (Chief LatAm Economist)Global

12 February 2025 Global Monitor Aluminium and Steel tariffs not a game changer for EZ

  • US - Stabilizing jobs numbers remove the need for near-term Fed easing
  • EUROZONE - Another day, another tariff threat, this time on steel and aluminium
  • UK - Focus on hawkish forecasts rather than two votes for a 50bp cut
  • CHINA+ - China’s holiday spending is robust, but it won’t last
  • EM ASIA - Malhotra’s RBI debut was both no shock and unexpectedly reassuring
    LATAM - Banxico accelerates easing, but US policy will influence the outlook

Ian Shepherdson (Chief Economist, Chairman and Founder)Global

Global Datanote: Banxico Announcement, Mexico, February, 2025

  • In one line: A larger cut; improving inflation outlook allows for bolder action.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Inflation, Mexico, January, 2025

  • In one line: A good start to the year, supporting further policy normalisation. 

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Inflation, Chile, January, 2025

  • In one line: Inflation spikes in January, driven by electricity tariffs.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Reserve Bank of India Decision

  • In one line: The first cut is finally here; expect at least one more by mid-year.

Miguel Chanco (Chief EM Asia Economist)Global

5 February 2025 Global Monitor Tariffs will lift US inflation in 2025, but by how much?

  • US - A growth slowdown looms, as the saving rate rebounds
  • EUROZONE - The ECB can’t dodge questions on the neutral rate for much longer
  • UK - MPC preview: 25bp cut, guiding to three-to-four reductions in 2025
  • CHINA+ - DeepSeek puts Chinese AI on the map; a wake-up call for investors
  • EM ASIA - New headwinds amid green shoots; PH won’t do much better in 2025
  • LATAM - Mexico, Colombia: mixed inflation signals amid rate cut prospects

Ian Shepherdson (Chief Economist, Chairman and Founder)Global

Global Datanote: Economic activity index, Chile, December, 2024

  • In one line: The recovery continues, and expect further good news in Q1. 

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: CPI, Indonesia, January

  • In one line: A huge, albeit temporary, gift from the new government.

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,