Pantheon Macroeconomics

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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.

Please use the filters on the right to search for a specific date or topic.

Melanie Debono (Senior Eurozone Economist)

Global Datanote: Final Manufacturing PMIs, Eurozone, September 2024

In one line: Recession in EZ industry rumbles on. 

Melanie Debono (Senior Eurozone Economist)Global

EZ Datanote: Final Manufacturing PMIs, Eurozone, September 2024

In one line: Recession in EZ industry rumbles on. 

Melanie Debono (Senior Eurozone Economist)Eurozone

2 October 2024 Eurozone Monitor October's rate cut is on; deposit rate set to end 2024 at 3%

  • Headline inflation in the EZ fell below the ECB’s target in September for the first time since 2021.
  • Deeper energy deflation was the main drag, but core inflation also eased a touch.
  • We look for the ECB to cut twice more this year, by 25bp in both October and December.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation, Germany, September 2024

In one line: German HICP inflation falls below 2% for the first time since March 2021; it will increase again in Q4. 

Melanie Debono (Senior Eurozone Economist)Eurozone

1 October 2024 Eurozone Monitor More reasons to add an October rate cut into the ECB profile

  • German HICP inflation is now below 2% for the first time since March 2021. 
  • As of September Italian inflation has been below 2% for a year, though it slid less than we thought. 
  • EZ inflation still likely fell to below the ECB’s target; today’s data will show it coming in at 1.8%.

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