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Below is a list of our Global Publications for the last 6 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: Up, supporting our call for faster GDP growth in early 2025, but not enough to deter an ECB rate cut next week.
In one line: EZ inflation rose less than previously thought in November; another rise this month is likely.
In one line: Growth will still slow, despite increase in PMI in December; rising price indices still point to downside risks for inflation.
In one line: Still no sign of a pick up in new orders in manufacturing.
In one line: Martin Schlegel comes out swinging with jumbo cut at his first meeting as SNB Chairman.
In one line: Pointing to downside risks still, but probably overdoing it.
In one line: Rising enough to prevent a 50bp cut in December, we think.
In one line: A plunge, defying leading indicators.
In one line: Little to suggest the rut in industry is ending, despite increase.
In one line: Downside surprise, SNB will have to ease more than we previously thought.
In one line: Barely budging fuelling market expectations for faster ECB rate cuts.
In one line: Down, in line with our call that French GDP will slow again in Q4 after an Olympics boost in Q3.
In one line: Likely to fall further this month but also likely overdoing the weakness in the economy.
In one line: Fall in core confirmed & headline below the ECB’s target; October’s rate cut is a go
In one line: Recession in EZ industry rumbles on.
In one line: Thomas Jordan ends reign as SNB Chairman with a cut; more easing is on the way.
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