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Below is a list of our 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.
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In one line: Still-rising, just.
In one line: Pushed down by a reversal in the primary income balance.
In one line: Q3 carry-over looks o.k., but survey data remains depressed.
In one line: Services inflation revised down marginally; headline to fall further in September.
In one line: EZ trade pulled lower by imports in July; hourly labour cost growth remained elevated in Q2.
In one line: Flattered by a leap in Ireland.
In one line: A record high, but not sustainable; net portfolio flows are shifting.
In one line: Q2 GDP increase confirmed, despite another drag from industry.
In one line: Blame Italy for the upside surprise.
In one line: Blame Italy for the upside surprise.
In one line: Hanging on for dear life, but also likely underestimating the pace of growth.
In one line: Hanging on for dear life, but also likely underestimating the pace of growth.
In one line: The headline should soon fall; foreign demand for EZ assets remain strong.
In one line: "September is wide open”, apparently.
In one line: No signal of a cut in September; we look for such a signal at the press conference.
In one line: No signal of a cut in September; we look for such a signal at the press conference.
In one line: Construction fell back in Q2, after a decent Q1.
In one line: Services is sticky as ever, and it won’t drop meaningfully anytime soon.
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