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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: 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: Risks tilted to an upside surprise in the CPI; jobless claims should fall back next month.
In one line: Inflation up, but less than we expected; spending, ex-services is flat.
In one line: Decent headline, dovish selling price expectations.
In one line: Another one for relatively hawkish policymakers.
In one line: All set for a rebound into year-end.
In one line: All set for a rebound into year-end.
In one line: A cyclical low; a gentle rebound now lies ahead.
In one line: A further near-term rise is coming before a plunge in early 2026.
In one line: The end of September rate cut hopes.
In one line: Unwelcome rise in services selling price expectations.
In one line: A blow for ECB doves and September rate cut hopes.
In one line: A blow for ECB doves and September rate cut hopes.
In one line: EZ inflation in July was not the dovish slam dunk we were expecting.
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