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 September 2025 Global Monitor ECB easing cycle is done just as the Fed's is about to begin

  • US - August payrolls likely will maintain the pressure for looser Fed policy
  • EUROZONE - ECB’s easing cycle is over; risks now tilting to rate hikes, in 2027
  • UK - Insolvencies holding steady despite the barrage of headwinds
  • CHINA+ - Chinese manufacturers tolerate tariff shifts, but small firms struggle
  • EM ASIA - BI’s urgency to cut faster since July in context; expect at least one more
  • LATAM - Banxico slows pace of easing as core inflation pressures persist
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