- © 2026 Pantheon Macroeconomics
- Tel: +1 914 610 3830
Pantheon Macroeconomics
Best viewed on a device with a bigger screen...
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.
In one line: Revision due to Ireland; core domestic demand was strong.
In one line: Revision due to Ireland; core domestic demand was strong.
In one line: Consistent with likely weakness in Q1, but still too downbeat overall.
In one line: Stabilising, with mixed leading indicators.
In one line: More hawkish data for EZ short-term bonds to digest.
In one line: A slight downside surprise, offsetting upside surprises in France and Spain.
In one line: Stability in the labour market, for now; state CPIs tilt dovish.
In one line: Still well above 2%, but little impact on the ECB’s reaction function.
In one line: EZ inflation still looks dovish for February, but not enough to shift the ECB’s stance.
In one line: A strong rise in M1 growth; did lending growth really slow?
In one line: Dovish, but far from underwriting a further rate cut.
In one line: Dovish, but far from underwriting a further rate cut.
In one line: Strong momentum in domestic demand, but risks still loom in early 2026.
In one line: A modest rebound, but GDP growth is doing better than implied by the PMIs.
In one line: A modest rebound, but GDP growth is doing better than implied by the PMIs.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence