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.

Please use the filters on the right to search for a specific date or topic.

housing supply eurozone

EZ Datanote: Advance EC Consumer Confidence, Eurozone, February 2026

In one line: EZ consumer sentiment up once again, but by only a bit this time.

EZ Datanote: Construction Output, Eurozone, December 2025

In one line: Things are looking up, aside from a small bump in the road in January.

EZ Datanote: ZEW Economic Sentiment, Germany, February 2026

In one line: Falls short of consensus’ expectations, but morale still high. 

EZ Datanote: Industrial Production, Eurozone, December 2025

In one line: Disappointing; PMI points to downside risks for early-Q1. 

EZ Datanote: Second Estimate of Q4 GDP, Employment and Trade, Eurozone

In one line: Decent growth confirmed, but risks tilted towards a downward revision in the third estimate. 

Global Datanote: Second Estimate of Q4 GDP, Employment and Trade, Eurozone

In one line: Decent growth confirmed, but risks tilted towards a downward revision in the third estimate. 

EZ Datanote: Retail Sales, Eurozone, December 2025

In one line: Down in December, but Q4 was still better than Q3. 

EZ Datanote: Construction PMIs, Eurozone, January 2026

In one line: Reverses year-end gains, price pressures intensify. 

EZ Datanote: Advance Inflation, Eurozone, January 2026

In one line: The dovish pressure to remain on the ECB going into the March forecasts. 

Global Datanote: Advance Inflation, Eurozone, January 2026

In one line: The dovish pressure to remain on the ECB going into the March forecasts. 

EZ Datanote: Advance Inflation, Germany, January 2025

In one line: Falling energy and services inflation overpowered by rising inflation in food and core goods. 

EZ Datanote: Advance GDP, Italy & ECB CES Inflation Expectations Q4 2025/December 2025

In one line: Growth will accelerate further as a turnaround in inventories is inevitable.

EZ Datanote: State CPIs, Germany, January 2026

In one line: Sticky, and hawkish, relative to our expectations. 

EZ Datanote: Advance GDP, Spain, Q4 2025

In one line: Growth accelerated in Q4, but will slow in 2026.

EZ Datanote: EC Sentiment, Eurozone, January 2026

In one line: Sentiment improves; selling price expectations edge down.

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Keywords for: Publications

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