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: Retail Sales, Germany, April 2024

In one line: Disappointing, but don’t write off Q2 consumption just yet.

Claus Vistesen (Chief Eurozone Economist)Eurozone

3 June 2024 Eurozone Monitor Services inflation in the EZ as grim as ever midway through Q2

EZ services inflation snapped back in May; it will come down eventually, but this will take a while.
The ECB will cut its policy rate this week, but hopes of a July cut are now lost; September is at risk too.
EZ consumers’ spending, ex-services, fell in April, but this was mainly due to Easter seasonals in food.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Unemployment & EC Sentiment, EZ, Apr/May 2024

In one line: The EZ labour market is in a good spot.

Claus Vistesen (Chief Eurozone Economist)Eurozone

31 May 2024 Eurozone Monitor EZ headline inflation likely rose in May, matching the consensus

Inflation in the Eurozone likely rose a touch in May, to 2.5%, in line with the consensus.
The EZ labour market is in rude health but poses no threat to the slowdown in wages and inflation, yet.
The Swiss economy performed better than initially estimated in Q1, boosted by services.

Claus Vistesen (Chief Eurozone Economist)Eurozone