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: Industrial Production, France & Spain, May

In one line: Q2 was a quarter to forget in French manufacturing; Spain is looking better.

EZ Datanote: Factory Orders, Germany, May 2025

In one line: Poor, but falling turnover at odds with the surveys.

Global Datanote: Flash PMIs, France, June 2025

In one line: Stuck in the mud, but also underestimating growth.

EZ Datanote: Flash PMIs, France, June 2025

In one line: Stuck in the mud, but also underestimating growth.

Global Datanote: Final Inflation, Eurozone, May 2025

In one line: A September cut is still on, but the ECB will end up regretting it. 

EZ Datanote: Final Inflation, Eurozone, May 2025

In one line:  A September cut is still on, but the ECB will end up regretting it. 

EZ Datanote: Factory Orders, Germany, April 2025

In one line: Surprisingly strong, but the details are volatile.

Global Datanote: Advance Inflation & Unemployment, Eurozone, May/April

In one line: All set for doves to take charge of ECB policy over the summer. 

PM Datatnote: Advance Inflation & Unemployment, Eurozone, May/April

In one line: All set for doves to take charge of ECB policy over the summer.

PM Datatnote: EZ Money Supply and Detailed Q1 GDP in Italy

In one line: Upturn in money supply continues; Italian GDP on a solid footing in Q1.

Global Datanote: Detailed Inflation, Eurozone, April 2025

In one line: Headed for 2% over the summer; enough for two more ECB cuts? 

EZ Datanote: Detailed Inflation, Eurozone, April 2025

In one line: Headed for 2% over the summer; enough for two more ECB cuts? 

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Keywords for: Publications

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