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.

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Daily Monitor Claus Vistesen (Chief Eurozone Economist)

4 September 2025 Eurozone Monitor We're turning bullish on Italy; GDP will rebound in H2

  • The fall in Italian GDP in Q2 was confirmed; net trade fell but investment remained resilient
  • We now expect Italian GDP to rise in Q3 and Q4, though this still means just 0.6% growth this year.
  • The government in France will fall on Monday, but look closely and public finances are now improving. 
Claus Vistesen (Chief Eurozone Economist)Eurozone

2 September 2025 Eurozone Monitor EZ unemployment rate still pinned at a record low

  • The number of people out of work dropped by the most in over three years in July… 
  • ...As a result, the EZ unemployment rate fell to 6.2% in July and is likely to have held steady in August. 
  • Labour-market data provide little ammunition for ECB doves in their fight for another rate cut.
Claus Vistesen (Chief Eurozone Economist)Eurozone
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Keywords for: Publications

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