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.

9 December 2025 UK Monitor CPI preview 1: Slowing to 3.5% as food prices drop

We expect CPI inflation to drop to 3.5% in November, from 3.6% in October.
A month-to-month fall in food prices and base effects from duty hikes in 2024 will drag inflation lower.
Our forecast for headline CPI inflation in November sees it 10bp higher than the MPC expects.

Rob Wood (Chief UK Economist)UK

9 December 2025 LatAm Monitor Inflation softens slightly in Colombia, but risks remain tilted upwards

Food deflation softened Colombia’s inflation, but sticky services and indexation are delaying disinflation.
A widening external deficit and volatile financing flows underscore Colombia’s rising vulnerabilities.
Minimum-wage pressures and firm domestic demand reinforce BanRep’s high-for-longer policy stance.

Andrés Abadía (Chief LatAm Economist)Latin America

9 December 2025 China+ Monitor China's Politburo focus on domestic demand and structural issues

China’s December Politburo meeting yesterday signalled greater confidence in the near-term outlook...
...allowing renewed focus on long-term structural issues as well as near-term demand support.
Exports rose 5.9% year-over-year in November, thanks to demand from non-US markets.

Duncan WrigleyChina+