Pantheon Macroeconomics
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Below is a list of our 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.
In one line: Snapping back, but strength unlikely to continue.
In one line: Retail sales still rose in Q4, and further increases are likely.
In one line: Still pointing to underlying weakness in construction.
In one line: Likely underestimating Swiss GDP growth still, and pointing to weaker inflation.
In one line: Edging up again.
In one line: Spanish retail was on fire in December.
In one line: No signal on the level of the neutral rate.
In one line: No signal on the level of the neutral rate.
In one line: Starting 2025 on decent footing.
In one line: Political uncertain forces banks to tighten lending standards again.
In one line: Up marginally, supporting our view of a modest rebound in Q1.
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.
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.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence