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

Please use the filters on the right to search for a specific date or topic.

ECB.

Global Datanote: Final Inflation, Eurozone, April 2023

In one line: A sticky core leaves room for two more 25bp hikes over the summer.

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: ECB Rate Decision, May 2023

In one line: Down a nudge, but the ECB likely isn’t quite done yet. 

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: ECB Rate Decision, March 2023

In one line: Staying the course; a sustained rise in volatility is needed to prevent hikes in Q2.

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: ECB Press Conference, February 2023

In one line: President Lagarde hints at more hikes post March but keeps cards close to her chest on number and size. 

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: ECB Rate Decision, February 2023

In one line: At least one more 50bp hike is on the way; no change to QT plans.

Melanie Debono (Senior Eurozone Economist)Global

21 Dec 2022 Global Monitor Longer-for-Tighter ECB Policy will hit EZ GDP Growth

  • U.S. - No Blink Yet from the FOMC, but their Inflation Forecasts are too High
  • EUROZONE - The ECB Is Unhappy with Inflation; Rates Set to Hit 3.5% by June
  • U.K. - November’s Fall in CPI Inflation Marks the Start of a Sharp Decline
  • CHINA+ - The Darkest Hour for China’s Economy is Before the Dawn
  • EM ASIA - Indian Industry is Slipping, Diwali Distortions Aside
  • LATAM - Banxico Slows the Pace; will it End the Tightening in February?

Ian Shepherdson (Chief Economist and Founder)Global

Global Datanote: ECB Press Conference, December 2022

In one line: ECB hawks to markets; “we’re the captain now”.

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Final Inflation, Eurozone, October

In one line: November data hold the key to the size of the next ECB rate hike.

Melanie Debono (Senior Eurozone Economist)Global

9 Nov 2022 Global Monitor

U.S. - The Labor Market is Softening; Further Fed Hikes are Dangerous

EUROZONE - Hawkish ECB speak remains consistent with a 50bp hike in December

U.K. - Still Set for a Recession, Despite the Lower Path for Borrowing Costs

CHINA+ - China’s current account surplus shoots higher in Q3

EM ASIA - Indonesia’s Q3 GDP Shows its Economy is in a League of its Own

LATAM - The Mexican Economy Defied Many Drags in Q3, but Pain is Coming

Ian Shepherdson (Chief Economist and Founder)Global

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Global Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence