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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5 January 2026 Eurozone Monitor Time to stress-test the relatively benign outlook for early 2026

  • The hawkish shift in the ECB’s December forecasts has increased the risk of easing in early 2026.
  • Growth in Spain was revised down slightly, with inflation staying sticky at the end of 2025.
  • EZ M1 growth is stabilising at a modest pace, while manufacturing PMIs signal downside risk to industry.
Claus Vistesen (Chief Eurozone Economist)Eurozone

5 January 2026 UK Monitor Forecast review: five questions for the New Year

  • The story of 2025 was growth averaging close to potential but inflation much higher than expected.
  • We see similar trends in 2026, with growth rebounding in Q1 and inflation proving persistent.
  • We expect the MPC to end its rate-cutting cycle with a 25bp Bank Rate reduction in April.
Rob Wood (Chief UK Economist)UK
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Keywords for: Publications

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