Pantheon Macroeconomics

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Pantheon Publications

Below is a list of our Publications for the last 5 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.

Datanotes Melanie Debono (Senior Eurozone Economist)

EZ Datanote: ZEW, Germany, April & Industrial Production, EZ, February 2025

In one line: Tariffs hit investor sentiment hard; industrial production will feel the tariff burn but not until later in the year probably. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: ECB BLS, EZ, Q1 2025

In one line: Banks tighten lending standards for firms & demand for credit eases again even before the shock of “Liberation Day". 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Retail Sales, EZ, February 2025

In one line: Rebounding as expected; will global trade war hurt consumers? 

Melanie Debono (Senior Eurozone Economist)Eurozone

Global Datanote: Inflation, Switzerland, March 2025

In one line: Holding at a 46-month low, but will rise again soon; Swiss retaliation to US tariff hikes poses an upside risk.

Melanie Debono (Senior Eurozone Economist)Global

EZ Datanote: Inflation, Switzerland, March 2025

In one line: Holding at a 46-month low, but will rise again soon; Swiss retaliation to US tariff hikes poses an upside risk.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Unemployment, Eurozone, February 2025

In one line:  A new record low; another data point for ECB hawks. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: PMI, Switzerland, March 2025

In one line: Our PM composite PMI points to another solid increase in GDP in Q1.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: ECB Consumer Inflation Expectations, EZ, February & Unemployment, Germany, March

In one line: EZ inflation expectations hold steady; further increases in German unemployment are on the way.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation, France/Spain, Mar & INSEE Consumers' Spending, France, Feb

In one line:  Inflation in France and Spain came in below expectations; another setback in French spending. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Money Supply, Eurozone, February 2025

In one line: Money and credit data still positive on outlook for EZ economy. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Retail Sales, Spain, February 2025

In one line: Back up, but increase in Q1 will be smaller than in Q4. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: IFO BCI, Germany, March 2025

In one line: Election result and fiscal stimulus boost sentiment.

Melanie Debono (Senior Eurozone Economist)Eurozone

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Keywords for: Publications

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence