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.

Datanotes Claus Vistesen (Chief Eurozone Economist)

EZ Datanote: Advance Inflation, Eurozone, July 2025

In one line: A blow for ECB doves and September rate cut hopes. 

EZ Datanote: Advance Inflation, Germany, July 2025

In one line: EZ inflation in July was not the dovish slam dunk we were expecting.

EZ Datanote: Advance inflation, France, July

In one line: No change; we still see the EZ HICP at 1.8% y/y.

EZ Datanote: Advance GDP, Italy & Germany, Q2 2025

In one line: German and Italian GDP both fall by 0.1% q/q; available data now point to 0.1% increase in EZ GDP. 

EZ Datanote: ECB CES, June 2025

In one line: Near-term inflation expectations are easing.

EZ Datanote: INSEE Consumer Confidence, France, July 2025

In one line: Unemployment fears fall slightly, but saving intentions rise further.

EZ Datanote: GfK Consumer Confidence, Germany, August 2025

In one line: Income expectations are firming, but so are saving intentions.

Global Datanote: Final Inflation, Eurozone, June 2025

In one line: Still on track to hand the ECB a 25bp rate cut in September. 

EZ Datanote: Final Inflation, Eurozone, June 2025

In one line: Still on track to hand the ECB a 25bp rate cut in September. 

EZ Datanote: Final Inflation, Germany, June 2025

In one line: At target, and risks tilted to the downside over the summer. 

EZ Datanote: Industrial Production, Germany, May 2025

In one line: Still improving, and surveys point to a strong finish to Q2.

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Keywords for: Publications

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