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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: Only a washout in November can deliver an ECB rate cut now.
In one line: Thin gruel, but a bit of clarity on the ECB’s ETS2 assumptions.
In one line: PMIs remain terrible, but INSEE survey data look better.
In one line: That’s more like it, but upturn in manufacturing is on borrowed time.
In one line: Political brinkmanship comes at a cost.
In one line: All set for a rebound into year-end.
In one line: The ECB is happy at 2%, for now.
In one line: ECB doves need better persuasion skills.
In one line: A blow for ECB doves and September rate cut hopes.
In one line: Not much to see; near-term downside risks persist.
In one line: Still on track to hand the ECB a 25bp rate cut in September.
In one line: Stuck in the mud, but also underestimating growth.
In one line: A September cut is still on, but the ECB will end up regretting it.
In one line: All set for doves to take charge of ECB policy over the summer.
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