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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1 May 2025 UK Monitor MPC preview: all about the likely new downside scenario

  • We expect the MPC to cut Bank Rate by 25bp next week, with two members favouring a 50bp reduction.
  • The MPC will likely judge that lower market expectations for Bank Rate are mostly warranted.
  • High uncertainty will sap growth, and a new disinflationary scenario should support faster rate cuts.
Rob Wood (Chief UK Economist)UK

EZ Datanote: ISTAT Confidence, Italy, April 2025

In one line: Business sentiment sours on pessimism in services.  

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Money Supply & ECB Inflation Expectations, March 2025

In one line: EZ inflation expectations jumped on the eve of the tariff shock. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: GfK Consumer Confidence, Germany, May 2025

In one line: What tariff shock?

Claus Vistesen (Chief Eurozone Economist)Eurozone
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independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence