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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.
Please use the filters on the right to search for a specific date or topic.
In one line: In line with our view that consumer spending growth is now slowing.
In one line: Lifted by tariff front-running, still pointing to downside risks to growth.
In one line: Don’t show Donald Trump the trade charts; Construction down but still defied surveys in Q1
In one line: Trade wars are not good for firm morale.
In one line: As in France, domestic demand is rattled by tariff concerns and PMI shows clear signs of tariff front-running.
In one line: Fastest fall in demand for services since Covid pulls down the headline.
In one line: EZ consumers didn’t like Trump’s tariff announcements.
In one line: Tariffs hit investor sentiment hard; industrial production will feel the tariff burn but not until later in the year probably.
In one line: Banks tighten lending standards for firms & demand for credit eases again even before the shock of “Liberation Day".
In one line: Industry still supported Italian GDP in Q1.
In one line: Rebounding as expected; will global trade war hurt consumers?
In one line: Up despite being held back by German weakness.
In one line: Solid but unlikely to last.
In one line: Holding at a 46-month low, but will rise again soon; Swiss retaliation to US tariff hikes poses an upside risk.
In one line: Holding at a 46-month low, but will rise again soon; Swiss retaliation to US tariff hikes poses an upside risk.
In one line: A new record low; another data point for ECB hawks.
In one line: Our PM composite PMI points to another solid increase in GDP in Q1.
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