Pantheon Macroeconomics

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Global Publications

Below is a list of our Global Publications for the last 5 months. If you are looking for reports older than 5 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.

monetary policy

Global Datanote: Final Inflation, Eurozone, December 2025

In one line: The probability of further ECB easing is underpriced. 

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Final Inflation, France, December 2025

In one line: One more decline coming in January before a rebound. 

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Inflation, Switzerland, December 2025

In one line: December inflation confirms that 2026 likely will be an uneventful year for the SNB. 

Ankita Amajuri (Eurozone Economist)Global

Global Datanote: Advance Inflation, Eurozone, December 2025

  • In one line: The ECB’s December forecasts now look too hawkish.
Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: SNB Rate Decision, Q4 2025

  • In one line: On hold, as we expect it to be until early 2027. 
Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Monetary policy meeting, Brazil, November, 2025

  • In one line: Cautious COPOM holds steady amid uncertainty.
Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: PMIs, Switzerland, October 2025

  • In one line: In line with our view of Swiss economic weakness.
Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Inflation, Switzerland, October 2025

  • In one line: Down, but the SNB will ignore it.
Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: ECB Press Conference, October 2025

In one line: Thin gruel, but a bit of clarity on the ECB’s ETS2 assumptions. 

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: ECB Rate Decision, October 2025

  • In one line: Nothing to see here, move along. 
Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: BoK Policy Decision, Korea, August

In one line: BoK stays put amid US pressure not to weaken currency

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