Pantheon Macroeconomics

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Pantheon Publications

Below is a list of our Publications for the last 5 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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Ian Shepherdson (Chief Economist, Chairman and Founder)

3 December 2025 Global Monitor BoJ to focus on wages and markets, not inflation.

  • US - Why are tariff revenues falling short of everyone’s projections?
  • EUROZONE - Swiss and Italian GDP recovering; their fortunes will diverge in 2026
  • UK - Delayed fiscal tightening gives the MPC little reason to cut rates more
  • CHINA+ - China’s consumption promotion plan flatters to deceive
  • EM ASIA - Egg on our faces for India’s Q3, but the detail is with us
  • LATAM - Inflation eases further; Copom likely to cut rates in January
Ian Shepherdson (Chief Economist, Chairman and Founder)Global
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Keywords for: Publications

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence