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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: Germany CPI looks softer than we anticipated, but core inflation rose.
In one line: Supporting our above-consensus EZ call.
In one line: Growth slowed in Q1 after a strong H2-24.
In one line: Barely growing, and trade uncertainty could well keep it that way in 2025.
In one line: EZ inflation expectations jumped on the eve of the tariff shock.
In one line: French industry intends to make hay while the sun is still shining.
In one line: Resilient, but labour market prospects remain difficult.
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: Easing, as economic uncertainty rises.
In one line: Falling oil prices and a stronger euro are gifts to ECB doves.
In one line: Falling oil prices and a stronger euro are gifts to ECB doves.
In one line: Soft, but selling prices point to upside risks for the core.
In one line: Before the tariff shock; what happens next?
In one line: German industry likely had a great Q1, but what awaits in Q2?
In one line: Not enough to salvage Q1, but the 3m/3m trend is turning up.
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