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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: A September cut is still on, but the ECB will end up regretting it.
In one line: A September cut is still on, but the ECB will end up regretting it.
In one line: All set for doves to take charge of ECB policy over the summer.
In one line: Strong, but remember difference in base effects in the CPI and HICP.
In one line: The gift that keeps on giving to ECB doves.
In one line: Headed for 2% over the summer; enough for two more ECB cuts?
In one line: Headed for 2% over the summer; enough for two more ECB cuts?
In one line: The core remains soft, but surveys point to upside risks.
In one line: Germany CPI looks softer than we anticipated, but core inflation rose.
In one line: EZ inflation expectations jumped on the eve of the tariff shock.
In one line: Easing, as economic uncertainty rises.
In one line: Falling oil prices and a stronger euro are gifts to ECB doves.
In one line: Falling oil prices and a stronger euro are gifts to ECB doves.
In one line: Soft, but selling prices point to upside risks for the core.
In one line: Before the tariff shock; what happens next?
In one line: Soft enough for an April cut? We don’t think so.
In one line: Soft enough for an April cut? We don’t think so.
In one line: We now see the March EZ HICP up by 0.7% m/m, and by 2.2% y/y.
In one line: Headline in line with consensus; core looks strong considering Easter effects.
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