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: Money Supply, Eurozone, December 2025

In one line: Easing M1 growth offset by falling inflation, for now. 

EZ Datanote: Advance PMIs, Eurozone, January 2026

In one line: Decent, but now signals downside risks relative to official forecasts. 

Global Datanote: Advance PMIs, Eurozone, January

In one line: Decent, but now signals downside risks relative to official forecasts. 

EZ Datanote: ZEW, Germany, January 2026 & Construction Output, Eurozone, November 2025

In one line: Investor were optimistic ahead of the stand-off over Greenland; EZ construction sector turning a corner.

EZ Datanote: Final Inflation, Eurozone, December 2025

In one line: The probability of further ECB easing is underpriced. 

Global Datanote: Final Inflation, Eurozone, December 2025

In one line: The probability of further ECB easing is underpriced. 

EZ Datanote: Final Inflation, France, December 2025

In one line: One more decline coming in January before a rebound. 

Global Datanote: Final Inflation, France, December 2025

In one line: One more decline coming in January before a rebound. 

EZ Datanote: ESI and Unemployment, Eurozone, Dec/Nov 2025

In one line: Modestly hawkish as selling prices rise and unemployment dips.

EZ Datanote: EZ Construction PMIs & German Unemployment, December 2025

In one line: A modest improvement in EZ construction; no change in Germany’s labour market.   

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Keywords for: Publications

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