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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: 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.
In one line: Thin gruel, but a bit of clarity on the ECB’s ETS2 assumptions.
In one line: Germany avoids recession, just; inflation down fractionally in October.
In one line: Stung by volatility income expectations, again.
In one line: PMIs remain terrible, but INSEE survey data look better.
In one line: PMIs remain terrible, but INSEE survey data look better.
In one line: Punchy headline, but details remain flaky.
In one line: Core is too strong for another rate cut in Q4.
In one line: Mostly base effects, the trend remains subdued.
In one line: Rising, but not the start of a sustained pick-up.
In one line: EZ manufacturing fell flat on its face in August.
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