Pantheon Macroeconomics

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Global Publications

Below is a list of our Global 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

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Claus Vistesen (Chief Eurozone Economist)

Global Datanote: Advance Inflation, Eurozone, September 2023

In one line: The ECB’s 2024 core inflation forecasts will come down in Q4, a lot.

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Advance PMIs, Germany, September 2023

In one line: Not pretty; the rebound in services looks like an issue with seasonal adjustments. 

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Final Inflation, Eurozone, July 2023

In one line: Easing; services inflation will drop sharply in September.

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Advance July Inflation & Q2 GDP, Eurozone

In one line: Services inflation is worryingly sticky; EZ GDP rose slightly in Q2. 

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Final Inflation, Eurozone, June 2023

In one line: Falling; we still see a hike in September, but is a 50-50 call. 

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Lagarde Speech, ECB Banking Forum, Sintra June 2023

In one line: The argument for higher-for-longer; will market-pricing adjust?

Claus Vistesen (Chief Eurozone Economist)Global

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