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.

Claus Vistesen (Chief Eurozone Economist)

October 2024 - EZ Economic Chartbook

ECB DOVES HAVE THE UPPER HAND

  • BUT THEY WILL STRUGGLE TO PUSH THROUGH 50BP IN DECEMBER

Claus Vistesen (Chief Eurozone Economist)Eurozone

1 November 2024 Eurozone Monitor A 50bp ECB rate cut in December drifts further into oblivion

  • A trio of strong data tilts the balance of risk further in favour of a 25bp rate cut in December. 
  • Core inflation was firmer than expected in October, and it will increase a touch in November too. 
  • The ECB battle over the neutral rate has begun; Ms. Schnabel likely sees a relatively high number.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance GDP, Unemployment and State CPIs, Germany, Q3-24/October

In one line: Recession averted (again), labour market weakness continues and upside risks to October inflation.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance GDP, Q3, France

In one line: Decent, but nothing to write home about ex-Olympic boost.

Claus Vistesen (Chief Eurozone Economist)Eurozone

Global Datanote: ECB Press Conference, October

In one line: Growth indicators are rising in importance for policymakers. 

Claus Vistesen (Chief Eurozone Economist)Global

EZ Datanote: ECB Press Conference, October

In one line: Growth indicators are rising in importance for policymakers. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

Global Datanote: ECB Rate Decision, October

In one line: The first big win for ECB doves in a long time. 

Claus Vistesen (Chief Eurozone Economist)Global

EZ Datanote: ECB Rate Decision, October

In one line:  The first big win for ECB doves in a long time. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

Global Datanote: Final Inflation, Eurozone, September 2024

In one line: The trump card ECB doves need for a third rate cut today. 

Claus Vistesen (Chief Eurozone Economist)Global

EZ Datanote: Final Inflation, Eurozone, September

In one line: The trump card ECB doves need for a third rate cut today. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Industrial Production/ZEW, Eurozone/Germany, Aug/Oct 2024

In one line: EZ industry escaped recession in Q3; investor sentiment rises again, modestly.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Trade Balance, Germany, August 2024

In one line: Solid, but likely not enough to prevent a growth hit from net exports in Q3.

Claus Vistesen (Chief Eurozone Economist)Eurozone

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independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence