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

Global Datanote: Full-year GDP, Germany, 2025

In one line: Back to growth; reversal of net trade drag a big upside risk to 2026 growth. 

EZ Datanote: EZ Construction PMIs & German Unemployment, December 2025

In one line: A modest improvement in EZ construction; no change in Germany’s labour market.   

EZ Datanote: Retail Sales, Germany, November 2025

In one line: Poor, but still consistent with slightly better growth in Q4.

EZ Datanote: ZEW, Germany, November 2025 & Trade Balance, EZ, October 2025

In one line: Pointing to upside risks to our call for French GDP to fall in Q4. 

EZ Datanote: Trade Balance, Germany, October 2025

In one line: Rise in surplus propped up by trade with EU partners. 

EZ Datanote: Sentix, Eurozone, December 2025

In one line: Ending the year on a slightly more cheerful note. 

EZ Datanote: Retail Sales, Germany, October 2025

In one line: Plateauing after strong growth earlier in the year.

EZ Datanote: Detailed GDP, Germany, Q3 2025

In one line: Stung by falling consumption and another hit from falling net trade.

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Keywords for: Publications

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