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)

20 August 2025 Global Monitor EZ goods trade surplus soon gone?

  • US - Consumption growth is stabilizing, at a sluggish pace
  • EUROZONE - EZ goods trade surplus nears zero as US exports continue to slide
  • UK - Stabilising jobs and strong wage gains limit the MPC’s room to cut
  • CHINA+ - China’s domestic demand swoons in the scorching summer heat
  • EM ASIA - A fairly decent Q2, but Thai GDP growth will now slow more sharply
  • LATAM - Banxico slows pace of easing as core inflation pressures persist
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Keywords for: Publications

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