Pantheon Publications

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.

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Melanie Debono (Senior Eurozone Economist)

EZ Datanote: Factory Orders & Trade Balance, Germany, March

In one line: Orders not rising in line with surveys; trade balance in goods rebounds

Melanie Debono (Senior Eurozone Economist)Eurozone

8 May 2024 Eurozone Monitor German output slides in March; EZ consumer goods spending flatlines

German factory orders fell again in March, as capital and intermediate goods demand faltered...
...Turnover data suggest production figures will be better than expected today, but still down.
Retail sales confirm the EZ consumer was still show- ing little interest in goods in Q1; will this change?

Melanie Debono (Senior Eurozone Economist)Eurozone

7 May 2024 Eurozone Monitor EZ labour market set to remain tight but won't prevent ECB cuts

The EZ unemployment rate held steady in March, staying at 6.5% for the fourth straight month.
Employment growth likely slowed in Q1, in line with the surveys and advance national data...
...And will slow to Q3 at least, lifting the jobless rate as labour-force growth stays strong.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Unemployment, Eurozone, March 2024

In one line: Still at a record low.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Inflation, Switzerland, April 2024

In one line: Ooof a big increase, but inflation is still within the SNB’s target range.

Melanie Debono (Senior Eurozone Economist)Eurozone

3 May 2024 Eurozone Monitor Still three more SNB cuts this year, despite rising inflation in April

Swiss inflation rose in April on the back of a broad- based increase in prices...
...It should fall again to near 1% in coming months, though, so the SNB can continue its cutting cycle.
We continue to look for more rate cuts this year than the consensus; 75bp-worth.

Melanie Debono (Senior Eurozone Economist)Eurozone