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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: Resilient to the latest rise in US tariffs, despite hit to foreign orders.
In one line: Up, but output is still falling.
In one line: Only little signs of a hit from higher US tariffs.
In one line: Inflation will rise to year-end, but there’s still chance of an ECB rate cut in September.
In one line: Above consensus; September cut hangs in the balance.
In one line: Still on track for a final rate cut in September.
In one line: Nothing in here to suggest an ECB rate cut today.
In one line: The German economy was barely growing in July.
In one line: Back above zero, but unlikely to stay there for long.
In one line: June’s increase will more than reverse in July.
In one line: Pointing to downside risks for GDP in Q2.
In one line: We were wrong; SNB opts for another small cut.
In one line: Below zero; brace for a 50bp cut from the SNB.
In one line: Services downturn clouding manufacturing’s recovery.
In one line: Inflation held steady, but declines are coming; we are adding a July ECB rate cut.
In one line: Holding at a 46-month low, but will rise again soon; Swiss retaliation to US tariff hikes poses an upside risk.
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