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.

services

Global Datanote: Advance PMIs, Eurozone, January 2025

In one line: Up, supporting our call for faster GDP growth in early 2025, but not enough to deter an ECB rate cut next week. 

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Advance PMIs, Germany, January 2025

In one line: Great, but beware the likely seasonal boost in services.

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Final Inflation, December, December 2024

In one line: Upside risks building in energy, but the Q1 core looks benign on our forecasts.

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Sentix & Final PMIs, Eurozone, Jan/Dec

In one line: Relief in the PMIs; investor sentiment and seasonals signal further gains ahead.

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Advance PMIs, Eurozone, December 2024

In one line: Growth will still slow, despite increase in PMI in December; rising price indices still point to downside risks for inflation.  

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Advance PMIs, Germany, December 2024

In one line: Still no sign of a pick up in new orders in manufacturing. 

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Final Composite PMIs, Eurozone, November

In one line: Pointing to downside risks still, but probably overdoing it.

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Advance Inflation, Eurozone, November 2024

In one line: Rising enough to prevent a 50bp cut in December, we think. 

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Advance PMIs, Eurozone, October

In one line: Barely budging fuelling market expectations for faster ECB rate cuts.

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Final PMIs, Eurozone, September

In one line: Likely to fall further this month but also likely overdoing the weakness in the economy.

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Advance Inflation, Eurozone, September 2024

In one line: Fall in core confirmed & headline below the ECB’s target; October’s rate cut is a go

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Advance PMIs, France, September

In one line: Boost from the Olympics in August disappeared in September.

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Final PMIs, Eurozone, August 2024

In one line: GDP growth is unlikely to slow in Q3, as the PMI suggests.

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Advance Inflation, Eurozone, August

In one line: Within a touch of the ECB’s target; September’s rate cut is a go

Melanie Debono (Senior Eurozone Economist)Global

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