Pantheon Macroeconomics

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Pantheon Publications

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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1 July 2025 Eurozone Monitor EZ inflation likely edged up in June; risks tilted to no change

  • Total HICP inflation prints for the Big Four suggest EZ headline inflation edged up to 2.0% in June.
  •  The ECB strategy review suggests the central bank is doing the right thing with the right tools; go figure! 
  • Money data still point to upside risks to GDP, but don’t capture what is happening in net trade.

1 July 2025 UK Monitor Good signs for continued solid GDP growth

  • An upward revision to Q1 consumer spending growth gives a more solid base to economic growth.
  • The household saving rate dip in Q1 is a sign of things to come, which should support consumer spending.
  • Firms are borrowing again as all the “Liberation Day” surge in economic policy uncertainty has unwound.
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Keywords for: Publications

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