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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: Soft enough for an April cut? We don’t think so.
In one line: Nasty; is the ECB done this week?
In one line: A local high, but still no perfect landing at 2%.
In one line: No signal on the level of the neutral rate.
In one line: EZ inflation rose less than previously thought in November; another rise this month is likely.
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: Rising enough to prevent a 50bp cut in December, we think.
In one line: A plunge, defying leading indicators.
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: Fall in core confirmed & headline below the ECB’s target; October’s rate cut is a go
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