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Pantheon Publications

Below is a list of our Publications for the last 6 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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Claus Vistesen (Chief Eurozone Economist)

1 December 2023 Eurozone Monitor The ECB's Hawkish Stance on Interest Rates is About to Change

  • EZ inflation fell sharply in November, widening the gap between the reality and the ECB’s forecasts.
  • January HICP is key for the 2024 inflation outlook; we look for a return to normal in m/m pricing.
  • The ECB’s hawkish facade will soon crack; look out for a shift in messaging at the December meeting.

Claus Vistesen (Chief Eurozone Economist)Eurozone

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