Pantheon Publications

Below is a list of our Publications for the last 6 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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Melanie Debono (Senior Eurozone Economist)

7 December 2023 Eurozone Monitor Italy Still in the Doldrums Despite Upward Revision to Q3 GDP

Italian GDP increased in Q3 rather than flat-lined, as the advance release had suggested...
...It is still more likely to fall than rise in Q4, and we are lowering our forecasts for H1 2024.
BTPs are rallying, and we look for further gains; we see yields falling to just over 3% by mid 2024.

Melanie Debono (Senior Eurozone Economist)Eurozone

Global Datanote: Final PMIs, Eurozone, November 2023

In one line: Upward revision not a game changer.

Melanie Debono (Senior Eurozone Economist)Global

EZ Datanote: Final PMIs, Eurozone, November 2023

In one line: Upward revision not a game changer.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Industrial Production, Spain, October 2023

In one line: Starting Q4 on weak footing.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: GDP, Switzerland, Q3 2023

In one line: Outperforming the EZ and defying the slump in the surveys.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: EZ Money Supply, EZ, October 2023

In one line: Adjusted for savings money data suggest an improving outlook for H1 next year.

Melanie Debono (Senior Eurozone Economist)Eurozone

28 November 2023 Eurozone Monitor Leading Indicators Suggest the Euro Should Be Stronger

Interest-rate and core-inflation differentials suggest the EUR is currently undervalued against the USD...
...Political uncertainty measures suggest it is right where it should be, at 1.10...
On balance, we think EURUSD will trade between 1.10 and 1.15 for most of 2024.

Melanie Debono (Senior Eurozone Economist)Eurozone