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

Global Datanote: Inflation, Brazil, April, 2025

  • In one line: Inflation steady in April, but underlying pressures persist, for now.

PM Datanote: Inflation IPCA, Brazil, April, 2025

  • In one line: Inflation steady in April, but underlying pressures persist, for now.

Global Datanote: Inflation, Mexico, April, 2025

  • In one line: Underlying pressures remain in check, despite a bad start to Q2.

Global Datanote: Inflation, Chile, April, 2025

  • In one line: Disinflation resumes, and the near-term outlook remains benign.

Global Datanote: Advance Inflation, Eurozone, April 2025 & Unemployment, Eurozone, March 2025

In one line: Inflation held steady, but declines are coming; we are adding a July ECB rate cut. 

EZ Datanote: Advance Inflation, Eurozone, April 2025 & Unemployment, Eurozone, March 2025

In one line: Inflation held steady, but declines are coming; we are adding a July ECB rate cut. 

EZ Datanote: State CPIs & Unemployment, Germany, April/March 2025

In one line: Germany CPI looks softer than we anticipated, but core inflation rose. 

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

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

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.

EZ Datanote: IFO, Germany, April 2025

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

Global Datanote: Detailed Inflation, Eurozone, March 2025

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

EZ Datanote: Detailed Inflation, Eurozone, March 2025

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

EZ Datanote: Detailed Inflation, France, March 2025

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

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. 

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. 
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Keywords for: Publications

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