Pantheon Macroeconomics

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UK Publications

Below is a list of our UK 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)

EZ Datanote: Retail Sales, Germany, September 2023

In one line: Back in action!

Claus Vistesen (Chief Eurozone Economist)UK

2 September 2024 EZ Monitor ECB September rate cut is a go; October easing growing in favour

  • EZ inflation fell to its lowest since July 2021 in August, marginally above the ECB’s target...
  • ...The Bank will find it hard to justify its current restrictive stance, especially with wage growth easing.
  • We think a September rate cut is more likely than not and keep our October cut in too, for now.

Claus Vistesen (Chief Eurozone Economist)Eurozone

12 August 2024 EZ Monitor Is the Taylor Rule back as a forecasting tool in the Eurozone?

  • The link between the ECB’s policy rate and the Taylor Rule, which broke after the GFC, is reasserting itself.
  • A Taylor Rule with inflation expectations suggests the ECB is behind the curve on easing.
  • The model also indicates that the policy rate won’t fall as much as the consensus expects.

Claus Vistesen (Chief Eurozone Economist)Eurozone

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U.K. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,