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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: Initial hit from Trump’s war is worse for EZ sentiment than his tariffs.
In one line: On hold, stronger emphasis on FX intervention.
In one line: Higher energy costs will make a bad situation worse.
In one line: Recovery in sentiment derailed by war in Iran.
In one line: Spanish industry stumbled at the start of the year; downside risks loom.
In one line: Surge in investment boosted Q4 growth.
In one line: Inflation holds steady; negative rates even less likely than earlier.
In one line: Inflation holds steady; negative rates even less likely than earlier.
In one line: Growth will pick up further in 2026.
In one line: Growth will pick up further in 2026.
In one line: Sentiment edges down, price pressures remain elevated.
In one line: Slight deterioration, but consumers and retailers are upbeat.
In one line: Sentiment improved, but unemployment fears remain high.
In one line: Consistent with a modest recovery.
In one line: Consistent with a modest recovery.
In one line: EZ consumer sentiment up once again, but by only a bit this time.
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