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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: 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.
In one line: Headed for 2% over the summer; enough for two more ECB cuts?
In one line: Trade wars are not good for firm morale.
In one line: As in France, domestic demand is rattled by tariff concerns and PMI shows clear signs of tariff front-running.
In one line: Fastest fall in demand for services since Covid pulls down the headline.
In one line: Falling oil prices and a stronger euro are gifts to ECB doves.
In one line: Soft enough for an April cut? We don’t think so.
In one line: As low as it gets this year?
In one line: Nasty; is the ECB done this week?
In one line: A local high, but still no perfect landing at 2%.
In one line: Ugly crash in the services PMI is a fluke, we hope
In one line: Hot, but all eyes on tariffs this morning.
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