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 - Q2’s rapid growth is unsustainable; expect a slowdown ahead
- EUROZONE - Solid Q2 GDP headline in the EZ, but the details are on the soft side
- UK - MPC preview: Almost ready to cut interest rates, cautiously
- CHINA+ - BoJ likely to move cautiously, mindful of fragile growth
- EM ASIA - Should we start to worry even more about inflation in India?
- LATAM - Trade balances improve in LatAm amid weaker currencies
Ian Shepherdson (Chief Economist, Chairman and Founder)Global
- US - It’s much too early to make election-driven changes to macro forecasts
- EUROZONE - The ECB is less sure about a September rate cut than markets
- UK - Services inflation too strong for the MPC to cut rates in August
- CHINA+ - PBoC swings into action with early rate cuts to support growth
- EM ASIA - Malaysian 2024 GDP growth likely to beat government’s forecast
- LATAM - Mexico, Colombia: mixed inflation signals amid rate cut prospects
Ian Shepherdson (Chief Economist, Chairman and Founder)Global
- US - The June core PCE deflator likely rose by just 0.15%, below the Fed’s forecast
- EUROZONE - Will the ECB signal a September rate cut this week? We think so
- UK - Huge Labour majority will usher in modestly better growth
CHINA+ - China hits a soft patch in Q2, as domestic demand dwindles
- EM ASIA - Manufacturing recovery likely still on the cards in Singapore
- LATAM - Mexico, Colombia: mixed inflation signals amid rate cut prospects
Ian Shepherdson (Chief Economist, Chairman and Founder)Global
