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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: A slight downside surprise, offsetting upside surprises in France and Spain.
In one line: Stability in the labour market, for now; state CPIs tilt dovish.
In one line: Still well above 2%, but little impact on the ECB’s reaction function.
In one line: EZ inflation still looks dovish for February, but not enough to shift the ECB’s stance.
In one line: A strong rise in M1 growth; did lending growth really slow?
In one line: Dovish, but far from underwriting a further rate cut.
In one line: Dovish, but far from underwriting a further rate cut.
In one line: Strong momentum in domestic demand, but risks still loom in early 2026.
In one line: A modest rebound, but GDP growth is doing better than implied by the PMIs.
In one line: A modest rebound, but GDP growth is doing better than implied by the PMIs.
In one line: Fall in electricity prices offset by higher prices at the petrol pump.
In one line: Fall in electricity prices offset by higher prices at the petrol pump.
In one line: Decent growth confirmed, but risks tilted towards a downward revision in the third estimate.
In one line: Decent growth confirmed, but risks tilted towards a downward revision in the third estimate.
In one line: Production stung by falling auto output, but still managed a decent Q4.
In one line: Stung by a plunge in aerospace output.
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