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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Claus Vistesen (Chief Eurozone Economist)

EZ Datanote: ESI, Eurozone, August 2025

In one line: Unwelcome rise in services selling price expectations.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: EZ Money Supply & ISTAT, Jul/Aug 2025

In one line: Steady, and solid, growth in EZ money supply.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Detailed GDP, Switzerland, Q2

In one line: Stung by crash in net trade. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

August 2025 - EZ Economic Chartbook

EZ ECONOMY SLOWS AS TARIFF HIKES START TO BITE…

  • …BUT OUR CALL FOR A SEPTEMBER RATE CUT IS NOW ON LIFE SUPPORT
Claus Vistesen (Chief Eurozone Economist)Eurozone

29 August 2025 Eurozone Monitor August HICP is the last chance saloon for ECB doves

  • The acceleration in money supply growth has faded, but it still signals solid underlying GDP growth.
  • Surveyed EC selling price expectations rose in services but fell further in food.
  • The Swiss economy came down to Earth in Q2 amid wild swings in net trade and inventories.
Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: GfK Consumer Confidence, Germany, September

In one line: Not pretty.

Claus Vistesen (Chief Eurozone Economist)Eurozone

28 August 2025 Eurozone Monitor Watch core inflation in France and Spain in a busy end to the week

  • GfK consumer confidence in Germany sank in September, but income expectations still look fine.
  • All eyes on core inflation in France and Spain for signs of a downside surprise for the EZ print. 
  • Unemployment in Germany likely rose in August, but the IAB survey points to better times ahead.
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