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: IFO BCI, Germany, June 2025

In one line: At a one-year high, but still consistent with slower growth. 

Global Datanote: Final Inflation, Eurozone, May 2025

In one line: A September cut is still on, but the ECB will end up regretting it. 

EZ Datanote: Final Inflation, Eurozone, May 2025

In one line:  A September cut is still on, but the ECB will end up regretting it. 

Global Datanote: Advance Inflation & Unemployment, Eurozone, May/April

In one line: All set for doves to take charge of ECB policy over the summer. 

EZ Datanote: State CPIs, Germany, May 2025

In one line: Strong, but remember difference in base effects in the CPI and HICP. 

Global Datanote: Flash PMIs, Eurozone, May 2025

In one line: Services downturn clouding manufacturing’s recovery. 

EZ Datanote: Flash PMIs, Eurozone, May 2025

In one line: Services downturn clouding manufacturing’s recovery. 

Global Datanote: Detailed Inflation, Eurozone, April 2025

In one line: Headed for 2% over the summer; enough for two more ECB cuts? 

EZ Datanote: Detailed Inflation, Eurozone, April 2025

In one line: Headed for 2% over the summer; enough for two more ECB cuts? 

EZ Datanote: Final Inflation, France, April 2025

In one line: The core remains soft, but surveys point to upside risks. 

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Keywords for: Publications

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