Pantheon Macroeconomics

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Global Publications

Below is a list of our Global 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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Claus Vistesen (Chief Eurozone Economist)

4 December 2024 Global Monitor ECB doves will push hard for a 50bp cut in December; we doubt they'll get it

  • US -  November payrolls to indicate the trend is still slowing
  • EUROZONE - ECB likely to cut by 25bp this month, and the same in January
  • UK - MPC splits into three camps to match its three scenarios
  • CHINA+ - Tokyo headline inflation jump mostly due to food and energy inflation
  • EM ASIA -India’s disastrous Q3 GDP print has been long in the making
  • LATAM -Brazil facing rising inflation and economic issues ahead of rate hikes

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Advance PMIs, Germany, November 2024

In one line: Stung by falling activity and new orders; 12-month outlook slightly improved. 

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: Advance Inflation & Unemployment, Eurozone, Oct/Sep

In one line: A big blow to hopes of a 50bp cut in December. 

Claus Vistesen (Chief Eurozone Economist)Global

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independent macro research, Global Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,