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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: The stagflation shock is underway.
In one line: Balanced, until the mic drop at the end.
In one line: The ECB is no longer 'in a good place.'
In one line: Revision due to Ireland; core domestic demand was strong.
In one line: Dovish, but far from underwriting a further rate cut.
In one line: A modest rebound, but GDP growth is doing better than implied by the PMIs.
In one line: Decent growth confirmed, but risks tilted towards a downward revision in the third estimate.
In one line: The dovish pressure to remain on the ECB going into the March forecasts.
In one line: The EZ ends 2025 on a high.
In one line: Decent, but now signals downside risks relative to official forecasts.
In one line: Strength in manufacturing, but PMIs signal weakness in services.
In one line: The probability of further ECB easing is underpriced.
In one line: Back to growth; reversal of net trade drag a big upside risk to 2026 growth.
In one line: One more decline coming in January before a rebound.
In one line: Only a washout in November can deliver an ECB rate cut now.
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