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.

Inflation Expectations

EZ Datanote: Money Supply & ECB Inflation Expectations, March 2025

In one line: EZ inflation expectations jumped on the eve of the tariff shock. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance GDP, Spain, Q1 2025 & Advance Inflation, Spain, April 2025

In one line: Growth slowed but remained solid; Inflation comes in below expectations.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: IFO, Germany, April 2025

In one line: Lifted by tariff front-running, still pointing to downside risks to growth. 

Melanie Debono (Senior Eurozone Economist)Eurozone

Global Datanote: Detailed Inflation, Eurozone, March 2025

In one line: Falling oil prices and a stronger euro are gifts to ECB doves.

Claus Vistesen (Chief Eurozone Economist)Global

EZ Datanote: Detailed Inflation, Eurozone, March 2025

In one line: Falling oil prices and a stronger euro are gifts to ECB doves.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Detailed Inflation, France, March 2025

In one line: Soft, but selling prices point to upside risks for the core.

Claus Vistesen (Chief Eurozone Economist)Eurozone

Global Datanote: Inflation IPCA and Economic activity index, Brazil, March/February, 2025

  • In one line: Rising food prices and FX volatility rekindle inflation risks amid slowing domestic demand. 

Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: Inflation IPCA and Economic activity index, Brazil, March/February, 2025

  • In one line: Rising food prices and FX volatility rekindle inflation risks amid slowing domestic demand. 

Andrés Abadía (Chief LatAm Economist)Latin America

Global Datanote: Inflation, Switzerland, March 2025

In one line: Holding at a 46-month low, but will rise again soon; Swiss retaliation to US tariff hikes poses an upside risk.

Melanie Debono (Senior Eurozone Economist)Global

EZ Datanote: Inflation, Switzerland, March 2025

In one line: Holding at a 46-month low, but will rise again soon; Swiss retaliation to US tariff hikes poses an upside risk.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: PMI, Switzerland, March 2025

In one line: Our PM composite PMI points to another solid increase in GDP in Q1.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation, Germany, March 2025

In one line: We now see the March EZ HICP up by 0.7% m/m, and by 2.2% y/y.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: State CPIs, Germany, March 2025

In one line: Headline in line with consensus; core looks strong considering Easter effects. 

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