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.
Please use the filters on the right to search for a specific date or topic.
In one line: Sticky, and hawkish, relative to our expectations.
In one line: Easing M1 growth offset by falling inflation, for now.
In one line: Decent, but now signals downside risks relative to official forecasts.
In one line: Decent, but now signals downside risks relative to official forecasts.
In one line: The probability of further ECB easing is underpriced.
In one line: The probability of further ECB easing is underpriced.
In one line: Upside risks building for Q4 GDP growth.
In one line: One more decline coming in January before a rebound.
In one line: One more decline coming in January before a rebound.
In one line: Modestly hawkish as selling prices rise and unemployment dips.
In one line: Still high, but not a decisive hawkish signal for the ECB
In one line: The ECB’s December forecasts now look too hawkish.
In one line: A modest improvement in EZ construction; no change in Germany’s labour market.
In one line: Too hot for a December cut, but dovish data in food and core goods.

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