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)

Global Datanote: Advance Inflation & Unemployment, Eurozone, Oct/Sep

In one line: A big blow to hopes of a 50bp cut in December. 

Claus Vistesen (Chief Eurozone Economist)Global

EZ Datanote: Advance Inflation & Unemployment, EZ, Oct/Sep 2024

In one line: A big blow to hopes of a 50bp cut in December. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation, France, October 2024

In one line: Subdued. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Retail Sales, Germany, September 2023

In one line: Back in action!

Claus Vistesen (Chief Eurozone Economist)UK

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

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Keywords for: Publications

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