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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.
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In one line: SNB to stand pat through 2026 as the economy faces stagflation.
In one line: Q1 growth undershoots expectations; labour market holding up, for now.
In one line: Q1 growth undershoots expectations; labour market holding up, for now.
In one line: The energy shock will hurt Italian growth more than other major EZ economies.
In one line: Beats expectations, but this strength won’t last
In one line: Inflation expectations soar, sentiment slumps.
In one line: Broad-based fall in confidence; inflation expectations soar.
In one line: Expectations in April 2026 even poorer than after “Liberation Day” in April last year.
In one line: No signs of Germany’s infrastructure spending spree before the energy shock.
In one line: EZ industry was probably a drag on Q1 growth.
In one line: Industrial production likely fell over Q1.
In one line: Spanish industry was performing poorly even before the energy shock.
In one line: Decline will be exacerbated over the coming months.
In one line: Energy shock gives the SNB room to breathe as inflation is set to accelerate further.
In one line: Energy shock gives the SNB room to breathe as inflation is set to accelerate further.
In one line: Fiscal support isn’t going to save Spanish consumer spending in H1.
In one line: Households already rattled by energy shock; industry yet to report feeling jittery.
In one line: Initial hit from Trump’s war is worse for EZ sentiment than his tariffs.
In one line: On hold, stronger emphasis on FX intervention.
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