Pantheon Macroeconomics

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Pantheon Publications

Below is a list of our Publications for the last 6 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.

Equities Germany

EZ Datanote: Factory Orders, Germany, January 2024

In one line: Ignore volatility in major orders; the trend in core orders is still down.

Claus Vistesen (Chief Eurozone Economist)Eurozone

Global Datanote: Final PMIs, Eurozone, February 2024

In one line: One for the hawks; slowdown easing quicker than previously thought and price intentions rise.

Melanie Debono (Senior Eurozone Economist)Global

EZ Datanote: Final PMIs, Eurozone, February 2024

In one line: One for the hawks; slowdown easing quicker than previously thought and price intentions rise.

Melanie Debono (Senior Eurozone Economist)Eurozone

Global Datanote: Final Manufacturing PMI, EZ, February 2024

In one line: Falling output in France and Germany is holding back the recovery.

Melanie Debono (Senior Eurozone Economist)Global

EZ Datanote: Final Manufacturing PMI, EZ, February 2024

In one line: Falling output in France and Germany is holding back the recovery.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation, Germany, February 2024

In one line: Pegged back by a plunge in food inflation; the core HICP likely fell.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: State CPIs and Unemployment, Germany, February 2024

In one line:  German inflation likely fell a touch more than we thought in February.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Consumer Confidence, Germany & France, Mar/Feb 2024

In one line: Mixed, but consistent with a modest recovery in consumption growth.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Detailed Inflation, Germany, January 2024

In one line: Services inflation pushed higher by healthcare, education and hospitality.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Industrial Production, Germany, December 2023

In one line: Ugly; recession in industry will continue this quarter.  

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Factory Orders, Germany, December 2023

In one line: Boosted by major orders in aircraft; core orders were weak.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation, Germany, January 2024

In one line: Still consistent with a fall in the ECB’s 2024 inflation forecasts in March.

Claus Vistesen (Chief Eurozone Economist)Eurozone

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Keywords for: Publications

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