Pantheon Macroeconomics
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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.
Please use the filters on the right to search for a specific date or topic.
In one line: Likely underestimating Swiss GDP growth still, and pointing to weaker inflation.
In one line: Edging up again.
In one line: Spanish retail was on fire in December.
In one line: No signal on the level of the neutral rate.
In one line: No signal on the level of the neutral rate.
In one line: Starting 2025 on decent footing.
In one line: Political uncertain forces banks to tighten lending standards again.
In one line: Up marginally, supporting our view of a modest rebound in Q1.
In one line: Up, supporting our call for faster GDP growth in early 2025, but not enough to deter an ECB rate cut next week.
In one line: Up, supporting our call for faster GDP growth in early 2025, but not enough to deter an ECB rate cut next week.
In one line: Falling back but still consistent with a supra-50 EZ composite PMI.
In one line: Construction supported growth in Q4.
In one line: Further declines likely.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence