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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Germany

EZ Datanote: Final Inflation, Germany, August 2025

In one line: A further near-term rise is coming before a plunge in early 2026.

EZ Datanote: Industrial Production & Trade, Germany, July 2025

In one line: Solid production numbers, but net trade in goods remain under pressure.

EZ Datanote: Factory Orders, Germany, July 2025

In one line: As we expected, but where was the Airbus-driven upward revision?

EZ Datanote: Detailed GDP, Germany, Q2 2025

In one line: Germany fared worse than initially expected in Q2.  

Global Datanote: Flash PMIs, Germany, August 2025

In one line: Only little signs of a hit from higher US tariffs.  

EZ Datanote: Flash PMIs, Germany, August 2025

In one line: Only little signs of a hit from higher US tariffs.  

EZ Datanote: ZEW, Germany, August 2025

In one line: Down, in line with the fall in the sentix. 

EZ Datanote: Industrial Production & Trade Balance, Germany, June 2025

In one line: Industrial output will be revised up; net trade was a drag on GDP growth in Q2.

EZ Datanote: Advance Inflation, Germany, July 2025

In one line: EZ inflation in July was not the dovish slam dunk we were expecting.

EZ Datanote: Advance GDP, Italy & Germany, Q2 2025

In one line: German and Italian GDP both fall by 0.1% q/q; available data now point to 0.1% increase in EZ GDP. 

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Keywords for: Publications

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