Pantheon Macroeconomics

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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)

EZ Datanote: ZEW & Trade Balance, Germany & EZ, December/October 2024

In one line: German investor sentiment recovers; EZ goods trade takes a hit in October.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: IFO, Germany, December 2024

In one line: Sinking to its lowest since May 2020, and the first Covid lockdowns.

Melanie Debono (Senior Eurozone Economist)Eurozone

17 December 2024 Eurozone Monitor December PMIs neither here nor there for ECB policymakers

  • The PMIs in December were still a dovish signal for ECB policymakers… 
  • ...and the ECB President made it clear further easing was on the way in her speech in Lithuania… 
  • ...But she failed in her promise to clarify the Bank’s level of restrictiveness.

Melanie Debono (Senior Eurozone Economist)Eurozone

Global Datanote: Advance PMIs, Eurozone, December 2024

In one line: Growth will still slow, despite increase in PMI in December; rising price indices still point to downside risks for inflation.  

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Advance PMIs, Germany, December 2024

In one line: Still no sign of a pick up in new orders in manufacturing. 

Melanie Debono (Senior Eurozone Economist)Global

EZ Datanote: Advance PMIs, Eurozone, December 2024

In one line: Growth will still slow, despite increase in PMI in December; rising price indices still point to downside risks for inflation.  

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Advance PMIs, Germany, December 2024

In one line: Still no sign of a pick up in new orders in manufacturing. 

Melanie Debono (Senior Eurozone Economist)Eurozone

Global Datanote: SNB Rate Decision, Q4 2024

In one line: Martin Schlegel comes out swinging with jumbo cut at his first meeting as SNB Chairman.  

Melanie Debono (Senior Eurozone Economist)Global

EZ Datanote: SNB Rate Decision, Q4 2024

In one line: Martin Schlegel comes out swinging with jumbo cut at his first meeting as SNB Chairman.

Melanie Debono (Senior Eurozone Economist)Eurozone

12 December 2024 Eurozone Monitor 2025 will be another good year for Spain's economy

  • Strong employment growth and a falling saving rate helped Spain outperform in 2024...
  • ...These will be the reasons why Spanish GDP growth outpaces the rest of the big four again in 2025.
  • Key risks to the outlook include political uncertainty and the crackdown on tourist appartments. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Industrial Production, Italy, October 2024

In one line: The near-two-year-long recession in Italian industry is not over yet.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Detailed Inflation, Germany, November 2024

In one line: Services inflation will bring the headline down soon, but another increase in December is a decent bet. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Sentix, Eurozone, December 2024

In one line: Politics weigh on investor sentiment at year end.  

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Factory Orders, Germany, October 2024

In one line: Falling at the start of Q4; will risk of higher US trade tariffs lead to a temporary gain?

Melanie Debono (Senior Eurozone Economist)Eurozone

Global Datanote: Final Composite PMIs, Eurozone, November

In one line: Pointing to downside risks still, but probably overdoing it.

Melanie Debono (Senior Eurozone Economist)Global

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Keywords for: Publications

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