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: 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

EZ Datanote: IFO, Germany, January 2024

In one line: Pointing to downside risks to our rebound call.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: ZEW, Germany, January 2024

In one line: In line with our view that the Q1 recovery in German GDP will be muted

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Final Inflation, Germany, December 2023

In one line: All due to base effects; how far will inflation fall in January?

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Full-Year GDP, Germany, 2023

In one line: Pulled lower by falling domestic demand; GDP likely fell in Q4.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Factory Orders & Trade, Germany, November 2023

In one line: Factory orders remain depressed; net trade in goods soared in Q4.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation, Germany, December 2023

In one line: Headline rebounds more than expected, but the core undershot our forecast.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Inflation, North Rhine Westphalia & France, December 2023

In one line: EZ headline rebounded in December, but the core likely eased further.

Claus Vistesen (Chief Eurozone Economist)Eurozone

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Keywords for: Publications

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