Pantheon Macroeconomics

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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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1 November 2024 UK Monitor MPC preview: 25bp cut, and a cautious approach in 2025

  • We expect the MPC to vote eight-to-one to cut Bank Rate by 25bp at next Thursday’s policy meeting.
  • Growth, inflation and crucially CPI services inflation have undershot rate-setters’ expectations.
  • The MPC will open the option of consecutive cuts, but higher forecast inflation will keep it cautious.

Elliott Laidman Doak (Senior UK Economist)UK

EZ Datanote: Advance GDP & Inflation, Spain, Q3/October 2024

In one line: Stellar again; inflation increase driven by energy base effects

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Advance GDP, Q3, France

In one line: Decent, but nothing to write home about ex-Olympic boost.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: GfK Consumer Confidence, Germany, November 2024

In one line: Continuing to rise, as expected. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: GfK Consumer Confidence, Germany, November

In one line: Continuing to rise, as expected. 

Melanie Debono (Senior Eurozone Economist)Eurozone

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