Pantheon Macroeconomics

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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)

EZ Datanote: German State CPIs & Spanish Inflation, November

In one line: In line with expectations, just about. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

2 December 2024 EZ Monitor ECB likely to cut by 25bp this month, and the same in January

  • The scene is set for a hard-fought ECB meeting later this month; we still look for a 25bp cut…
  • …But we’re adding a 25bp cut in January to our forecasts, as ECB doves now have the upper hand.
  • Swiss GDP growth slowed a touch in Q3, but we look for a rebound in Q4; the SNB will cut in December.

Claus Vistesen (Chief Eurozone Economist)Eurozone

November 2024 - EZ Economic Chartbook

ECB DOVES STILL HAVE THE UPPER HAND...

  • ...BUT THEY WON’T GET A 50BP CUT IN DECEMBER

Claus Vistesen (Chief Eurozone Economist)Eurozone

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Keywords for: Publications

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