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.

Eurozone

EZ Datanote: Construction, Eurozone, July 2025

In one line: A decent start to Q3, but the carry-over is still negative.

EZ Datanote: Construction PMI, Eurozone, August 2025

In one line: Better; inflation pressures remain strong despite subdued activity.

EZ Datanote: ESI, Eurozone, August 2025

In one line: Unwelcome rise in services selling price expectations.

Global Datanote: Flash PMIs, Eurozone, August 2025

In one line: Resilient to the latest rise in US tariffs, despite hit to foreign orders. 

EZ Datanote: Flash PMIs, Eurozone, August 2025

In one line: Resilient to the latest rise in US tariffs, despite hit to foreign orders. 

EZ Datanote: ECB CES, June 2025

In one line: Near-term inflation expectations are easing.

EZ Datanote: M3 Money Supply, IFO and ISTAT, Jun/Jul

In one line: Temporary slowdown in M1, we hope, resilient IFO and ISTAT surveys.

EZ Datanote: ECB BLS, EZ, Q2 2025

In one line: Lending standards still tight while demand for loans is rising. 

EZ Datanote: Construction, Eurozone, May 2025

In one line: Down, but big revision to the April data suggests Q2 was good.

Global Datanote: Final Inflation, Eurozone, June 2025

In one line: Still on track to hand the ECB a 25bp rate cut in September. 

EZ Datanote: Final Inflation, Eurozone, June 2025

In one line: Still on track to hand the ECB a 25bp rate cut in September. 

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Keywords for: Publications

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