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.
Please use the filters on the right to search for a specific date or topic.
In one line: Upside risk to German core inflation.
In one line: Households' inflation expectations stubbornly above ECB target.
In one line: Downside risk to EZ core inflation, relative to our forecast.
In one line: Spanish households' spending spree is coming to an end.
Tokyo inflation slows slightly, with hints of steady wage inflation going into 2026
In one line: Plateauing after strong growth earlier in the year.
Ignore the Philippines’ misleading y/y trade headlines
In one line: Another survey suggesting ECB easing is over.
In one line: Consistent with faster EZ GDP growth.
In one line: Decent headline, but mixed details.
Improving slightly, but investment still soft outside of tech.
Weak jobs market continues to depress consumers.
Core PCE inflation set to undershoot the FOMC’s forecast in Q4.
In one line: Stabilising, but downside risks loom.
In one line: Stung by falling consumption and another hit from falling net trade.

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