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.

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

PM Datanote: US GDP Second Estimate/Advance Goods Trade

GDP details better than the headline, but growth is slowing.

Oliver Allen (Senior US Economist)US

EZ Datanote: Unemployment & EC Sentiment, EZ, Apr/May 2024

In one line: The EZ labour market is in a good spot.

Claus Vistesen (Chief Eurozone Economist)Eurozone

31 May 2024 UK Monitor Wage growth is still slowing, but the next two months will be bumpy

  • The National Living Wage hike will push private-sector regular pay to a solid 0.8% month-to-month April rise.
  • But survey indicators continue to signal gradually slowing wage growth, as recruitment difficulties ease.
  • Average weekly earnings growth should slow decisively in H2 2024 as the NLW distortions fade.

Rob Wood (Chief UK Economist)UK

31 May 2024 Eurozone Monitor EZ headline inflation likely rose in May, matching the consensus

  • Inflation in the Eurozone likely rose a touch in May, to 2.5%, in line with the consensus.
  • The EZ labour market is in rude health but poses no threat to the slowdown in wages and inflation, yet. 
  • The Swiss economy performed better than initially estimated in Q1, boosted by services.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation, Germany, May 2024

In one line: Jump in services inflation stands out like a sore thumb.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: German State CPIs & EZ Money Supply, May/April 2024

In one line: German core and headline inflation rebounded in May.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: GfK & INSEE Consumer Confidence, GER & FRA, June/May

In one line: Looking up in Germany, but stalling in France.

Claus Vistesen (Chief Eurozone Economist)Eurozone

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