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.

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Claus Vistesen (Chief Eurozone Economist)

5 March 2025 Eurozone Monitor The EU goes big on defence...or does it? More is needed, and soon

  • The EU’s first defence package contains only a small element of joint loans; more will be needed soon. 
  • EZ unemployment remains pinned at a record low, though we think it will start rising soon, slowly. 
  • Markets see tariff risks as dovish for ECB policy, but the economic data are pulling in the other direction.

Claus Vistesen (Chief Eurozone Economist)Eurozone

Global Datanote: Advance Inflation, Eurozone, February 2025

In one line: Nasty; is the ECB done this week? 

Claus Vistesen (Chief Eurozone Economist)Global

EZ Datanote: Advance Inflation, Eurozone, February 2025

In one line: Nasty; is the ECB done this week? 

Claus Vistesen (Chief Eurozone Economist)Eurozone

4 March 2025 Eurozone Monitor ECB hawks have a strong case for arguing this week's cut is the last

  • The ECB will cut its policy rates by 25bp, but the argument for further easing is now much tougher. 
  • February inflation data mean the ECB’s forecast for Q2 inflation at 2.1% is now a Hail Mary. 
  • ECB doves will focus on downside risks to growth and employment from tariffs; they have a point.

Claus Vistesen (Chief Eurozone Economist)Eurozone

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