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Pantheon Macroeconomics
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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.
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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.
In one line: No change; we still see the EZ HICP at 1.8% y/y.
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: Driven by a snap-back in services.
In one line: At target, and risks tilted to the downside over the summer.
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.
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