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.

Global Datanote: U.K. Consumer Prices

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: U.K. Consumer Prices, August 2023

  • In one line: A broad-based and largely sustainable slowdown in price rises.

Samuel Tombs (UK 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: U.K. Consumer Prices, July 2023

  • In one line: Relatively late timing of data collection probably explains why core CPI inflation didn’t drop. 

Samuel Tombs (UK Economist)Global

Global Datanote: U.K. S&P Global Composite PMI, July 2023

  • In one line: Bolstering the case for the MPC to stop its rate hiking cycle soon.

Samuel Tombs (UK 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: U.K. Consumer Prices, May 2023

  • In one line: No slowing in core consumer price rises yet, but PPI data point to a substantial deceleration soon. 

Samuel Tombs (UK Economist)Global

Global Datanote: Final Inflation & Labour Costs, EZ, May/Q1

In one line: Base effects will drive core inflation back up in June and July; the trend in labour cost growth is uncomfortable for the ECB.

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: U.K. Consumer Prices, April 2023

  • In one line: Too small a drop for the MPC to stop hiking in June.

Samuel Tombs (UK Economist)Global

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: U.K. S&P Global Flash Composite PMI, April

  • In one line: The private-sector recovery is gradually gathering momentum.

Samuel Tombs (UK Economist)Global

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