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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: Stabilising, but downside risks loom.
In one line: Stung by falling consumption and another hit from falling net trade.
In one line: Private sector activity growth slows but Q4 still set to be better than Q3.
In one line: Solid headlines in services; weakness coming in industrial output.
In one line: Stable in November; spending should pick up regardless.
In one line: Inflation to stay above 2% in Q4.
In one line: Sticky, and will remain so until January.
In one line: A minor dip; investor sentiment still signals a solid PMI.
In one line: Exports to the US rebounding; deficit with China widening.
In one line: Terrible, but also a terrible leading indicator.
In one line: Underwhelming, but we see further gains in early Q4.
In one line: Rock-solid, but momentum is now slowing.
In one line: A rebound, but what happened to output in September?
In one line: Only a washout in November can deliver an ECB rate cut now.
In one line: Only a washout in November can deliver an ECB rate cut now.
In one line: In line with our forecast; a coin toss between 2.1% and 2.2% on the EZ HICP.
In one line: Thin gruel, but a bit of clarity on the ECB’s ETS2 assumptions.
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