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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: Not enough for a rate cut in March; but April is still on.
In one line: Old news; will January and February inflation be soft enough for a March cut?
In one line: All due to base effects in energy; the downtrend in the core remains intact.
In one line: Revised higher, but still consistent with a technical recession.
In one line: Drop confirmed. Inflation will rebound in December, but what happens in January?
In one line: Rapidly falling inflation and recessionary PMIs.
In one line: If Mr. Powell is Santa, Ms. Lagarde is the Grinch.
In one line: Few signs of a shift in the guidance on rates, yet. QT will accelerate in H2-24.
In one line: Depressed, but the second derivative is turning.
In one line: ECB hawks are about to eat humble pie.
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