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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: Not much to see; near-term downside risks persist.
In one line: Income expectations are firming, but so are saving intentions.
In one line: Still on track to hand the ECB a 25bp rate cut in September.
In one line: Still on track to hand the ECB a 25bp rate cut in September.
In one line: Solid rebound, even factoring-in jump in Ireland.
In one line: Driven by a snap-back in services.
In one line: At target, and risks tilted to the downside over the summer.
In one line: Net trade in goods was a drag on growth in Q2.
In one line: Still improving, and surveys point to a strong finish to Q2.
In one line: Q2 was a quarter to forget in French manufacturing; Spain is looking better.
In one line: Poor, but falling turnover at odds with the surveys.
In one line: Stuck in the mud, but also underestimating growth.
In one line: Stuck in the mud, but also underestimating growth.
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: Surprisingly strong, but the details are volatile.
In one line: All set for doves to take charge of ECB policy over the summer.
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