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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: A local high, but still no perfect landing at 2%.
In one line: Ugly crash in the services PMI is a fluke, we hope
In one line: Hot, but all eyes on tariffs this morning.
In one line: Great, but beware the likely seasonal boost in services.
In one line: Downturn stalled, but no upturn in sight.
In one line: Upside risks building in energy, but the Q1 core looks benign on our forecasts.
In one line: ECB doves were saved by France and Italy.
In one line: Relief in the PMIs; investor sentiment and seasonals signal further gains ahead.
In one line: Dovish, but staying open on the path in 2025 and the level of the neutral rate.
In one line: As expected; no longer need for a restrictive policy rate. Where is neutral?
In one line: Stung by falling activity and new orders; 12-month outlook slightly improved.
In one line: A big blow to hopes of a 50bp cut in December.
In one line: Growth indicators are rising in importance for policymakers.
In one line: The first big win for ECB doves in a long time.
In one line: The trump card ECB doves need for a third rate cut today.
In one line: As expected; plenty to talk about on the press conference.
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