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.

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Inflation Expectations

EZ Datanote: Inflation, Switzerland, June 2025

In one line: Back above zero, but unlikely to stay there for long.

EZ Datanote: Unemployment, Germany, June & ECB Inflation Expectations, EZ, May 2025

In one line: German unemployment rate won’t hold steady for much longer; inflation expectations likely to continue to fall.

EZ Datanote: State CPIs, Germany, June 2025

In one line: In line with our call for slightly softer German inflation in June. 

EZ Datanote: Advance Inflation/Consumer Spending, France, June/May 2025

In one line: A slight rebound in inflation and consumers’ spending on course for a better Q2 than Q1 

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. 

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Keywords for: Publications

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