Pantheon Macroeconomics
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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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In one line: Nasty; is the ECB done this week?
In one line: Nasty; is the ECB done this week?
In one line: Consistent with a below-consensus EZ print on Monday.
In one line: Consistent with the national CPI undershooting the consensus.
In one line: Inflation pulled lower by energy, but the core softened too; setback in spending after a strong finish to 2024.
In one line: On track for a slowdown in Q1.
In one line: Upturns in real M1 growth and credit impulse continue.
In one line: Decent headline, but rising unemployment fears is a red flag.
In one line: Stung by plunge in net exports; consumption is now growing, but weakly.
In one line: A local high, but still no perfect landing at 2%.
In one line: A local high, but still no perfect landing at 2%.
In one line: Ugly crash in the services PMI is a fluke, we hope
In one line: Ugly crash in the services PMI is a fluke, we hope
In one line: Revisions in healthcare lifts CPI inflation from initial estimate.
In one line: Soft in CPI, but the core HICP is sticky, and selling prices are rebounding.
In one line: Decent, but also behind the Trump-curve.
In one line: Output stung by falling auto production; exports finish 2024 on a strong note.
In one line: Signs of underlying strength, despite boost from major orders.
In one line: Poor, but output likely rebounded in January.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence