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.

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Claus Vistesen (Chief Eurozone Economist)

EZ Datanote: ZEW & EZ Labour Costs, March/Q4

In one line: Investor sentiment is still rising; a dovish plunge in EZ labour cost growth.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Trade Balance, Eurozone, January 2024

In one line: Falling imports are still lifting EZ net trade in goods.

Claus Vistesen (Chief Eurozone Economist)Eurozone

19 March 2024 Eurozone Monitor Upside risks building for EZ inflation data in March

  • EZ inflation dipped in February, matching the first estimate; upside risks are now building for March.
  • An upward surprise in the March and April inflation reports would put a June rate cut in jeopardy.
  • We still struggle to see a perfect landing for inflation at 2%; how will the ECB respond to this?

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Final Inflation, France, February 2024

In one line: The core is on track for sub-2%, despite sticky services inflation.

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