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.

Please use the filters on the right to search for a specific date or topic.

Germany

EZ Datanote: M3 Money Supply, IFO and ISTAT, Jun/Jul

In one line: Temporary slowdown in M1, we hope, resilient IFO and ISTAT surveys.

EZ Datanote: GfK Consumer Confidence, Germany, August 2025

In one line: Income expectations are firming, but so are saving intentions.

EZ Datanote: Final Inflation, Germany, June 2025

In one line: At target, and risks tilted to the downside over the summer. 

EZ Datanote: Industrial Production, Germany, May 2025

In one line: Still improving, and surveys point to a strong finish to Q2.

EZ Datanote: Factory Orders, Germany, May 2025

In one line: Poor, but falling turnover at odds with the surveys.

EZ Datanote: Unemployment, Germany, June & ECB Inflation Expectations, EZ, May 2025

In one line: German unemployment rate won’t hold steady for much longer; inflation expectations likely to continue to fall.

EZ Datanote: State CPIs, Germany, June 2025

In one line: In line with our call for slightly softer German inflation in June. 

EZ Datanote: IFO BCI, Germany, June 2025

In one line: At a one-year high, but still consistent with slower growth. 

EZ Datanote: Detailed GDP/Retail Sales, Eurozone, Q1 2025/April 2025

In one line: Fastest growth in eleven quarters thanks to tariff-front-running-led jump in Irish GDP.

EZ Datanote: Construction PMIs, Eurozone, May 2025

In one line: PMI still paints a picture of underlying weakness in construction. 

EZ Datanote: Factory Orders, Germany, April 2025

In one line: Surprisingly strong, but the details are volatile.

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Keywords for: Publications

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