Pantheon Publications
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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Melanie Debono (Senior Eurozone Economist)
- Revisions show that Spanish GDP rose by 0.8% on the quarter in Q1, more than previously thought.
- More of the same is likely in coming quarters; survey and hard data are positive, especially in services.
- Spain’s GDP will likely leap by 2.8% this year, in contrast to 0.8% in the Eurozone as a whole.
Melanie Debono (Senior Eurozone Economist)Eurozone
In one line: Slower but still decent growth and price pressures are easing.
Melanie Debono (Senior Eurozone Economist)Global
In one line: Slower but still decent growth and price pressures are easing.
Melanie Debono (Senior Eurozone Economist)Eurozone
- The SNB cut rates for the second straight meeting, and lowered its inflation forecasts...
- ...We look for another 50bp-worth of rate cuts this year, more than financial markets
- expect.
The Bank will have to match ECB cuts to prevent a significant appreciation of the CHF and deflation.
Melanie Debono (Senior Eurozone Economist)Eurozone
In one line: Q1 wasn’t as good as previously thought, and output will fall back in Q2.
Melanie Debono (Senior Eurozone Economist)Eurozone
- The EZ hourly labour cost growth data were the final wage indicators to be published for Q1…
- ...The data confirm wage growth picked up in Q1, but mainly due to one-offs in Germany.
- Wage growth will slow in due course, but a July rate cut is off the table; September is not certain either.
Melanie Debono (Senior Eurozone Economist)Eurozone
In one line: Imports look to be on the rise again.
Melanie Debono (Senior Eurozone Economist)Eurozone
In one line: Headline points to weakness but the details are more positive
Melanie Debono (Senior Eurozone Economist)Eurozone
- Italy’s economy had a decent Q1 and will continue to grow this year...
- ...But a correction in investment remains on the cards and is now likely to come as soon as Q2.
- We forecast GDP growth of 1% in 2024, as in 2023, before 1.8% next year; risks remain to the downside
Melanie Debono (Senior Eurozone Economist)Eurozone
