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: Detailed GDP, Eurozone, Q4 2025

In one line: Revision due to Ireland; core domestic demand was strong. 

Global Datanote: Detailed GDP, Eurozone, Q4 2025

In one line: Revision due to Ireland; core domestic demand was strong. 

EZ Datanote: Construction PMIs, Eurozone, February 2026

In one line: Consistent with likely weakness in Q1, but still too downbeat overall. 

EZ Datanote: Unemployment, Eurozone, January 2026

In one line: More hawkish data for EZ short-term bonds to digest.

EZ Datanote: ECB CES, Eurozone, January 2026

In one line: Still well above 2%, but little impact on the ECB’s reaction function. 

EZ Datanote: EC Sentiment, Eurozone, February 2026

In one line: Sentiment edges down, price pressures remain elevated. 

EZ Datanote: Money Supply, Eurozone, January 2026

In one line: A strong rise in M1 growth; did lending growth really slow?

Global Datanote: Final Inflation, Eurozone, January 2026

In one line: Dovish, but far from underwriting a further rate cut. 

EZ Datanote: Final Inflation, Eurozone, January 2026

In one line: Dovish, but far from underwriting a further rate cut. 

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. 

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Keywords for: Publications

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