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, or contact your account rep

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


Global Datanote: ECB Rate Decision, March 2023

In one line: Staying the course; a sustained rise in volatility is needed to prevent hikes in Q2.

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Inflation, Chile, February, 2023

  • In one line: Finally responding to tight financing conditions and the CLP’s rebound.

Andres Abadia (Senior International Economist)Global

Global Datanote: Advance Inflation & Unemployment, EZ, Feb/Jan

In one line: The rise in core inflation cements at least two more 50bp hikes.

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Final Inflation, Eurozone, January 2023

In one line: The headline has peaked, but the core hasn’t, and that’s a problem for the ECB. 

Claus Vistesen (Chief Eurozone Economist)Global

21 Dec 2022 Global Monitor Longer-for-Tighter ECB Policy will hit EZ GDP Growth

  • U.S. - No Blink Yet from the FOMC, but their Inflation Forecasts are too High
  • EUROZONE - The ECB Is Unhappy with Inflation; Rates Set to Hit 3.5% by June
  • U.K. - November’s Fall in CPI Inflation Marks the Start of a Sharp Decline
  • CHINA+ - The Darkest Hour for China’s Economy is Before the Dawn
  • EM ASIA - Indian Industry is Slipping, Diwali Distortions Aside
  • LATAM - Banxico Slows the Pace; will it End the Tightening in February?

Ian Shepherdson (Chief Economist and Founder)Global

Global Datanote: Final Inflation, Eurozone, October

In one line: November data hold the key to the size of the next ECB rate hike.

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Inflation IPCA, Brazil, October, 2022

  • In one line: Disinflation continues, despite the overshoot to consensus.

Andres Abadia (Senior International Economist)Global

2 Nov 2022 Global Monitor

U.S. - How the Fed Could be Done After the December Rate Hike

EUROZONE - The October Inflation Data are a Halloween Nightmare for the ECB 

U.K. - The MPC will talk down rate expectations this week

CHINA+ - Covid Restrictions Drag Down China’s PMIs

EM ASIA - Tomorrow’s RBI Meeting Means that a December Hike is Off

LATAM - Lula Wins His Third Term in a Tight Race; Bolsonaro Yet to Concede

Ian Shepherdson (Chief Economist and Founder)Global

26Oct 2022 Global Monitor

U.S. - The Proportionality Rule Suggests a Serious 2023 Recession is Unlikely

EUROZONE - We Look for 75bp from the ECB this Week, as does Everyone Else 

U.K. - Expect Painful Public Spending Cuts to be Announced Next Week 

CHINA+ - China’s Reopening Rebound is More Flawed than it First Appears

EM ASIA - A Rupiah-Defensive Hike by BI, but the Currency Needs Minimal Help

LATAM - Inflation in Mexico is now Heading South, but Banxico won’t Back Down

Ian Shepherdson (Chief Economist and Founder)Global

Global Datanote: Detailed Inflation & Construction, EZ, Sep/Aug

In one line: Small downward revision not enough to convince the ECB to hike by less than 75bp next week. 

Melanie Debono (Senior Eurozone Economist)Global

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