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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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In one line: EZ money and credit data still positive on economic outlook.
Demand still falling amid high mortgage rates and elevated uncertainty.
In one line: Upturn in money supply continues; Italian GDP on a solid footing in Q1.
Pointing to a sharp fall in new home sales & residential construction.
In one line: Rise in demand in Germany pulls up headline.
In one line: EZ inflation expectations jumped on the eve of the tariff shock.
No real sign yet of tariff-linked layoffs.
Further signs of uncertainty weighing on housing.
In one line: Money and credit data still positive on outlook for EZ economy.
In one line: Construction kept going at the start of 2025.
In one line: Construction downturn intensifies midway through Q1.
The underlying trend in residential construction is flat and likely to turn lower.
In one line: Still pointing to underlying weakness in construction.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence