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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.
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In one line: Services inflation will bring the headline down soon, but another increase in December is a decent bet.
In one line: Politics weigh on investor sentiment at year end.
In one line: Down but will likely recover to year-end.
In one line: Falling at the start of Q4; will risk of higher US trade tariffs lead to a temporary gain?
In one line: Pointing to downside risks still, but probably overdoing it.
In one line: Pointing to downside risks still, but probably overdoing it.
In one line: Still low enough for a 50bp rate cut next week.
In one line: Consumers came to the rescue for Italy in Q3; Still no dovishness in EZ labour market data.
In one line: Rising enough to prevent a 50bp cut in December, we think.
In one line: Rising enough to prevent a 50bp cut in December, we think.
In one line: Switzerland will still outperform the EZ this year, despite slower growth in Q3.
In one line: Headline oddly stable; consumer inflation expectations surge.
In one line: Politics rattle German consumers; we doubt falling sentiment will be reflected in spending figures.
In one line: Down like the PMI; recession risks remain.
In one line: A plunge, defying leading indicators.
In one line: A plunge, defying leading indicators.
In one line: Construction was back recession in Q3; it will remain there in Q4.
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