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.

Datanotes Claus Vistesen (Chief Eurozone Economist)

Global Datanote: Advance PMIs, Eurozone, July 2024

In one line: Hanging on for dear life, but also likely underestimating the pace of growth.

Claus Vistesen (Chief Eurozone Economist)Global

EZ Datanote: Advance PMIs, Eurozone, July 2024

In one line: Hanging on for dear life, but also likely underestimating the pace of growth.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance PMIs & GfK Consumer Confidence, Germany, Jul/Aug

In one line: PMI lower by weakness in manufacturing; services and consumer sentiment are looking much better.

Claus Vistesen (Chief Eurozone Economist)Eurozone

Global Datanote: Advance PMIs, France, July 2024

In one line: Poor, but GDP growth is stronger than implied by the headlines.

Claus Vistesen (Chief Eurozone Economist)Global

EZ Datanote: Advance PMIs, France, July 2024

In one line: Poor, but GDP growth is stronger than implied by the headlines.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Current Account, Eurozone, May 2024

In one line: The headline should soon fall; foreign demand for EZ assets remain strong.

Claus Vistesen (Chief Eurozone Economist)Eurozone

Global Datanote: ECB Rate Decision, July

In one line: No signal of a cut in September; we look for such a signal at the press conference. 

Claus Vistesen (Chief Eurozone Economist)Global

PM Datanote: ECB Rate Decision, July

In one line: No signal of a cut in September; we look for such a signal at the press conference. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

PM Datanote: Construction, Eurozone, May 2024

In one line: Construction fell back in Q2, after a decent Q1.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Final Inflation, Eurozone, June 2024

In one line: Services is sticky as ever, and it won’t drop meaningfully anytime soon.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Detailed Inflation, France, June 2024

In one line: Core is settled around 2%; headline should fall further from August onwards.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Detailed Inflation, Germany, June 2026

In one line: Falling, and survey data point to further declines ahead.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Industrial Production, Italy, May

In one line: Decent, but not enough to prevent a Q2 decline. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Industrial Production & Trade, France, May 2024

In one line: A nasty plunge in manufacturing, but don’t forget rising services output.

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