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: Factory Orders, Germany, December 2025

In one line: Momentum is building, but running well ahead of the survey data.

Global Datanote: Advance Inflation, Eurozone, January 2026

In one line: The dovish pressure to remain on the ECB going into the March forecasts. 

EZ Datanote: Advance Inflation, Germany, January 2025

In one line: Falling energy and services inflation overpowered by rising inflation in food and core goods. 

EZ Datanote: State CPIs, Germany, January 2026

In one line: Sticky, and hawkish, relative to our expectations. 

EZ Datanote: Advance GDP & Unemployment, Germany, Q4/December 2025

In one line: Solid GDP, but risks tilted towards a downward revision later; nothing to see in the labour market. 

EZ Datanote: Advance GDP, Q4-25, France

In one line: Solid trend in domestic demand, ex-inventories.

EZ Datanote: Money Supply, Eurozone, December 2025

In one line: Easing M1 growth offset by falling inflation, for now. 

EZ Datanote: Advance PMIs, Eurozone, January 2026

In one line: Decent, but now signals downside risks relative to official forecasts. 

Global Datanote: Advance PMIs, Eurozone, January

In one line: Decent, but now signals downside risks relative to official forecasts. 

Global Datanote: INSEE Business Confidence & Advance PMIs, France, January

In one line: Strength in manufacturing, but PMIs signal weakness in services. 

EZ Datanote: Final Inflation, Eurozone, December 2025

In one line: The probability of further ECB easing is underpriced. 

Global Datanote: Final Inflation, Eurozone, December 2025

In one line: The probability of further ECB easing is underpriced. 

EZ Datanote: Full-year GDP, Germany, 2025

In one line: Back to growth; reversal of net trade drag a big upside risk to 2026 growth. 

Global Datanote: Full-year GDP, Germany, 2025

In one line: Back to growth; reversal of net trade drag a big upside risk to 2026 growth. 

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Keywords for: Publications

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