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.

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Daily Monitor Claus Vistesen (Chief Eurozone Economist)

7 January 2026 Eurozone Monitor ECB doves get a late Christmas gift in Germany's December HICP

  • Risks have swung to a downside surprise in today’s EZ HICP, and the ECB’s forecasts being too hawkish.
  • Markets are currently pricing in almost no chance of a further rate cut in H1; that will change soon.
  • The EZ PMI is holding on for a gain over Q4, but the direction of travel across the quarter is downward.
Claus Vistesen (Chief Eurozone Economist)Eurozone

6 January 2026 Eurozone Monitor Week in preview: upside risk to EZ inflation, and mixed bag elsewhere

  • We look for an upside surprise in this week’s EZ December inflation data, but all eyes are now on Q1. 
  • Switzerland likely fell into deflation in December, but the SNB remains poised to hold rates steady in Q1. 
  • We think EZ retail sales beat the consensus in November, but manufacturing likely weakened.
Claus Vistesen (Chief Eurozone Economist)Eurozone
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Keywords for: Publications

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