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 EC Consumer Confidence, Eurozone, February 2026

In one line: EZ consumer sentiment up once again, but by only a bit this time.

EZ Datanote: Construction Output, Eurozone, December 2025

In one line: Things are looking up, aside from a small bump in the road in January.

20 February 2026 Eurozone Monitor Will she, won't she? Speculation about Ms. Lagarde's future rises

  • ECB President Lagarde is rumoured to be stepping down early, to pre-empt a populist successor.
  • Horse-trading for the presidency and two other Executive Board seats now begins.
  • We doubt an early change in ECB President would drive a big policy shift at the Bank this year.

EZ Datanote: ZEW Economic Sentiment, Germany, February 2026

In one line: Falls short of consensus’ expectations, but morale still high. 

EZ Datanote: Industrial Production, Eurozone, December 2025

In one line: Disappointing; PMI points to downside risks for early-Q1. 

Global Datanote: GDP Flash, Switzerland, Q4 2025

In one line: Better than we thought; growth will pick up in Q1. 

EZ Datanote: GDP Flash, Switzerland, Q4 2025

In one line: Better than we thought; growth will pick up in Q1. 

EZ Datanote: Inflation, Switzerland, January 2026

In one line: Inflation holds steady; SNB will stand pat even if inflation falls below zero for a few months. 

Global Datanote: Inflation, Switzerland, January 2026

In one line: Inflation holds steady; SNB will stand pat even if inflation falls below zero for a few months. 

EZ Datanote: Industrial Production, Italy, December 2025

In one line: Decline in December was not as bad as in the rest of the big four. 

EZ Datanote: Retail Sales, Eurozone, December 2025

In one line: Down in December, but Q4 was still better than Q3. 

EZ Datanote: Construction PMIs, Eurozone, January 2026

In one line: Reverses year-end gains, price pressures intensify. 

EZ Datanote: PMIs, Switzerland, January 2026

In one line: Tentative signs of a recovery after the mayhem of 2025.

Global Datanote: PMIs, Switzerland, January 2026

In one line: Tentative signs of a recovery after the mayhem of 2025.

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.

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Keywords for: Publications

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