Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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.

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

Global

Global Datanote: CPI, US, March, 2025

  • In one line: Tariffs will snatch defeat from the jaws of victory.

Samuel TombsGlobal

Global Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: Easing back on; three more cuts to go, from our vantage point.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Reserve Bank of India Decision

  • In one line: Expect at least two more consecutive 25bp cuts.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Indonesia, March

  • In one line: Short-lived, policy-induced deflation is over.

Miguel Chanco (Chief EM Asia Economist)Global

9 April 2025 Global Monitor US GDP growth will stagnate as trade uncertainty bites

  • US - Stagnation in GDP is now our base case, after the tariff madness
  • EUROZONE - We think the EZ economy is now entering a technical recession
  • UK - GDP likely unchanged in February as manufacturing drags on growth
  • CHINA+ - China’s brinkmanship with the US likely aimed at forcing start of talks
  • EM ASIA - GDP downgrades and more rate cuts, in the wake of ‘Liberation Day’
  • LATAM - LatAm positioned to capitalise on trade shifts and tariff pressures

ian shepherdson (Chief Economist, Chairman and Founder)Global

Global Datanote: Employment, US, March 2025

Healthcare driving payroll growth again; ongoing support will offset some tariff damage.

Samuel TombsGlobal

Global Datanote: Inflation, Switzerland, March 2025

In one line: Holding at a 46-month low, but will rise again soon; Swiss retaliation to US tariff hikes poses an upside risk.

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Manufacturing PMI, ASEAN, March

  • In one line: The nascent improvement is far from comprehensive.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Economic activity index, Chile, February, 2025

  • In one line: A poor headline, but the underlying trend remains positive.

Andrés Abadía (Chief LatAm Economist)Global

2 April 2025 Global Monitor BoJ to stand pat in May, even after food inflation spices things up in April

  • US - Liberation Day to reduce uncertainty, but at what inflation cost?
  • EUROZONE - Data signal an ECB pause in April, ‘Liberation Day’ permitting
  • UK - Cuts and creative accounting will restore the fiscal headroom
  • CHINA+ - The BoJ to focus on tariff impact, as food inflation builds again
  • EM ASIA - Unsurprisingly, Taiwan’s central bank continues to hold rates
  • LATAM - Tough days for Banxico demand bold monetary policy action

ian shepherdson (Chief Economist, Chairman and Founder)Global

26 March 2025 Global Monitor Investors rightly ignore hawkish shift in Fed dot plot

  • US - The FOMC’s fears of rising unemployment will be borne out
  • EUROZONE - This is the end of the road for the SNB’s easing cycle
  • UK - Cuts and creative accounting will restore the fiscal headroom
  • CHINA+ - BoJ stands pat in March on external trade policy considerations
  • EM ASIA - JCI sell-off putting more pressure on BI to cut sooner rather than later
  • LATAM - Brazil’s COPOM tightens policy again but will slow the pace in May

ian shepherdson (Chief Economist, Chairman and Founder)Global

Global Datanote: Flash PMIs, Germany, March 2025

In one line: Up less than expected but still consistent with a rebound in GDP.

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Flash PMIs, France, March 2025

In one line: Rebounding but still pointing to downside risks for GDP in Q1.

Melanie Debono (Senior Eurozone Economist)Global

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Region

Filter by Publication Type

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters
 

Sign up for your complimentary trial

To start your complimentary trial, highlight the areas you are interested in subscribing to and click next.

United States

Eurozone

United Kingdom

China +

Emerging Asia

Latin America

Next

 
Consistently Right
Access Key Enabled Navigation
Keywords for: Publications

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