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 Inflation Expectations

EZ Datanote: SNB Rate Decision, Q4 2023

In one line:  A clear dovish shift; rate cuts are next. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Detailed Inflation, Eurozone, November 2023

In one line: A big decline; base effects in energy point to a snap-back in December.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: GfK Consumer Confidence, Germany, December.

In one line: Depressed, despite an improving outlook for real income growth.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Final Inflation, France, October 2023

In one line: Disinflation will continue, despite stickiness in services.

Claus Vistesen (Chief Eurozone Economist)Eurozone

Global Datanote: Inflation, Mexico, October, 2023

  • In one line: Disinflation, at the headline level, remains fully on track.

Andrés Abadía (Chief LatAm Economist)Global

CHINA+ DATA WRAP 9 NOVEMBER 2023

  • China resumes consumer price deflation in October and is dragged down by food and core prices 
  • Producer prices fall at a faster pace, thanks to volatility in global energy and commodity prices

Kelvin Lam (Senior China+ Economist)China+

PM Datanote: Inflation, Mexico, October, 2023

  • In one line: Disinflation, at the headline level, remains fully on track.

Andrés Abadía (Chief LatAm Economist)Latin America

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