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.

Ankita Amajuri (Eurozone Economist)

EZ Datanote: Advance GDP, Italy & ECB CES Inflation Expectations Q4 2025/December 2025

In one line: Growth will accelerate further as a turnaround in inventories is inevitable.

EZ Datanote: Advance GDP, Spain, Q4 2025

In one line: Growth accelerated in Q4, but will slow in 2026.

EZ Datanote: EC Sentiment, Eurozone, January 2026

In one line: Sentiment improves; selling price expectations edge down.

EZ Datanote: Retail Sales, Spain, December 2025

In one line: Spanish households tightened their purse strings during the holidays.

22 January 2026 Eurozone Monitor EU and India, both scorned by Trump, set to sign a trade deal

  • The EU, following the Mercosur deal, looks all set to sign the “mother of all deals” with India.
  • A trade deal involving energy could secure key markets for EU manufacturing, and energy imports. 
  • Both India and the EU are motivated to get a deal done at the end of January. 

EZ Datanote: ZEW, Germany, January 2026 & Construction Output, Eurozone, November 2025

In one line: Investor were optimistic ahead of the stand-off over Greenland; EZ construction sector turning a corner.

14 January 2026 Eurozone Monitor We look for punchy Q4 GDP growth in both Italy and Spain

  • We are revising up our Q4 GDP forecast for Spain, to reflect solid retail sales and industrial output data…
  • …Spanish GDP likely rose by a punchy 0.7% in Q4, a touch better than in the third quarter. 
  • We still see an increase in Q4 growth in Italy, as the balance between net trade and inventories improves.

EZ Datanote: Inflation, Switzerland, December 2025

In one line: December inflation confirms that 2026 likely will be an uneventful year for the SNB. 

Global Datanote: Inflation, Switzerland, December 2025

In one line: December inflation confirms that 2026 likely will be an uneventful year for the SNB. 

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