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
Please use the filters on the right to search for a specific date or topic.
Ian Shepherdson (Chief Economist, Chairman and Founder)
- US - Pass-through from the tariffs slows, but is not complete yet
- EUROZONE - What can a New Keynesian Phillips curve say about EZ inflation?
- UK - The MPC are cautious, we expect no more rate cuts this year
- CHINA+ - Chinese exporters less willing to absorb higher tariffs in their margin
- EM ASIA - Philippines’ market-beating Q2 GDP doesn’t stand up to scrutiny
- LATAM - Banxico slows pace of easing as core inflation pressures persist
- US - Dire July employment report makes a September easing far more likely
- EUROZONE - Our ECB and SNB rate cut calls now hang in the balance
- UK - Payroll falls should ease as tax hike drag begins to fade
- CHINA+ - China’s Politburo strikes confident tone about trade risks
- EM ASIA - Taiwan’s retail sales shrink in Q2; downside risk to our 6.4% GDP call
- LATAM - Brazil holds rates steady as tariffs cloud growth and inflation outlook
