Pantheon Macroeconomics
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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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Encouraging signs, but big headwinds remain.
In one line: Encouraging signs, but big headwinds remain.
No post-Ukraine-war like burst, yet, to expect from export growth
Underlying price pressures rising, but feel free to ignore the breach of BI’s range
In one line: A slight downside surprise, offsetting upside surprises in France and Spain.
In one line: Growth will pick up further in 2026.
In one line: Stability in the labour market, for now; state CPIs tilt dovish.
In one line: Growth will pick up further in 2026.
In one line: Still well above 2%, but little impact on the ECB’s reaction function.
In one line: EZ inflation still looks dovish for February, but not enough to shift the ECB’s stance.
In one line: Tokyo headline inflation under control

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