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.

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

Melanie Debono (Senior Eurozone Economist)

EZ Datanote: Industrial Production, Spain, February 2025

In one line: Solid but unlikely to last.

Melanie Debono (Senior Eurozone Economist)Eurozone

7 April 2025 Eurozone Monitor Markets, and baseline forecasts, are on the ropes from US tariffs

  • The markets’ verdict is clear; trade uncertainty is a disinflationary shock, but we’re not convinced.
  • We now think the ECB will cut its policy rate later this month, by 25bp, for a terminal rate of 2.25%.
  • A high export ratio for EZ industry means higher US tariffs are a risk; construction is looking better.

Melanie Debono (Senior Eurozone Economist)Eurozone

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

EZ 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)Eurozone

EZ Datanote: Unemployment, Eurozone, February 2025

In one line:  A new record low; another data point for ECB hawks. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: PMI, Switzerland, March 2025

In one line: Our PM composite PMI points to another solid increase in GDP in Q1.

Melanie Debono (Senior Eurozone Economist)Eurozone

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Keywords for: Publications

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