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)

2 April 2025 Eurozone Monitor Data signal an ECB pause in April, 'Liberation Day' permitting

  • We still think the data support the idea of an ECB pause in April, but what will happen on tariffs today? 
  • EZ core inflation fell nicely in March, but it will snap back in April as Easter effects reverse. 
  • Services activity in Switzerland is coming off the boil at the start of the year.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation, Germany, March 2025

In one line: We now see the March EZ HICP up by 0.7% m/m, and by 2.2% y/y.

Claus Vistesen (Chief Eurozone Economist)Eurozone

1 April 2025 Eurozone Monitor Inflation in the Eurozone likely fell slightly in March, by 0.1pp to 2.2%

  • We think EZ headline and core inflation fell by 0.1pp in March, to 2.2% and 2.5% respectively. 
  • Easter effects depressed German services inflation in March, but core goods inflation in Italy jumped.
  • German retail sales were stronger at the start of 2025 than we expected; upside risk to Q1 growth?

Claus Vistesen (Chief Eurozone Economist)Eurozone

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