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.

food prices

Global Datanote: Detailed Inflation, Eurozone, May 2024

In one line: Transport, hospitality and insurance are key drivers of sticky services inflation.

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Advance Inflation, EZ, May 2024

In one line: Services too hot to handle, but the trend isn’t 4%.

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: CPI, Mexico, April, 2024

  • In one line: Core disinflation remains on track, but food prices are now a problem.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Advance PMIs, France, April

In one line: Decent, but exclusively due to strength in services

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Detailed Inflation, Eurozone, February 2024

In one line: Next couple of months’ data will be more noise than signal.

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Final PMIs, Eurozone, February 2024

In one line: One for the hawks; slowdown easing quicker than previously thought and price intentions rise.

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Detailed Inflation, Eurozone, January

In one line: Core inflation remains on track for 2% by summer, but beware Easter effects in March and April. 

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: U.K. Consumer Prices, January 2024

  • In one line: Near-term momentum in services price rises is slowing, bolstering Q2 rate cut chances.

Samuel TombsGlobal

Global Datanote: Advance Inflation, Eurozone, January

In one line: Not enough for a rate cut in March; but April is still on. 

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Final Inflation, Eurozone, December 2023

In one line: Old news; will January and February inflation be soft enough for a March cut? 

Claus Vistesen (Chief Eurozone Economist)Global

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

  • In one line: Slowing trend in the all-items index maintained, despite December’s rebound.

Samuel TombsGlobal

Global Datanote: Advance Inflation, Eurozone, December 2023

In one line: All due to base effects in energy; the downtrend in the core remains intact.

Claus Vistesen (Chief Eurozone Economist)Global

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

  • In one line: Sharp decline in inflation not merely due to some of its noisy components.

Samuel TombsGlobal

Global Datanote: Final Inflation, Eurozone, November 2023

In one line: Drop confirmed. Inflation will rebound in December, but what happens in January?

Claus Vistesen (Chief Eurozone Economist)Global

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