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)

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

EZ Datanote: PMIs, Switzerland, December 2025

In one line: Dire straits in manufacturing, but big improvement in services.

Claus Vistesen (Chief Eurozone Economist)Eurozone

5 January 2026 Eurozone Monitor Time to stress-test the relatively benign outlook for early 2026

  • The hawkish shift in the ECB’s December forecasts has increased the risk of easing in early 2026.
  • Growth in Spain was revised down slightly, with inflation staying sticky at the end of 2025.
  • EZ M1 growth is stabilising at a modest pace, while manufacturing PMIs signal downside risk to industry.
Claus Vistesen (Chief Eurozone Economist)Eurozone
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independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence