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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: Still trending sideways, as they have since November.
In one line: Rise in demand in Germany pulls up headline.
In one line: Consistent with slower growth in Q2.
In one line: Inflation held steady, but declines are coming; we are adding a July ECB rate cut.
In one line: Inflation held steady, but declines are coming; we are adding a July ECB rate cut.
In one line: GDP growth pick up in Q1 will prove short-lived as trade uncertainty hits.
In one line: Down but pointing to higher inflation expectations.
In one line: Business sentiment sours on pessimism in services.
In one line: Growth slowed but remained solid; Inflation comes in below expectations.
In one line: In line with our view that consumer spending growth is now slowing.
In one line: Lifted by tariff front-running, still pointing to downside risks to growth.
In one line: Don’t show Donald Trump the trade charts; Construction down but still defied surveys in Q1
In one line: Trade wars are not good for firm morale.
In one line: As in France, domestic demand is rattled by tariff concerns and PMI shows clear signs of tariff front-running.
In one line: Fastest fall in demand for services since Covid pulls down the headline.
In one line: EZ consumers didn’t like Trump’s tariff announcements.
In one line: Tariffs hit investor sentiment hard; industrial production will feel the tariff burn but not until later in the year probably.
In one line: Banks tighten lending standards for firms & demand for credit eases again even before the shock of “Liberation Day".
In one line: Industry still supported Italian GDP in Q1.
In one line: Rebounding as expected; will global trade war hurt consumers?
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