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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.
Please use the filters on the right to search for a specific date or topic.
In one line : Grim, but the reality on the ground is likely better.
In one line: The core is still drifting lower, but slowly does it.
In one line: Great, but can the services PMI be trusted?
In one line: Decent, but exclusively due to strength in services
In one line: Core inflation will fall further in coming months, but rising oil prices is a threat to the headline.
In one line: The ECB will cut in June, barring a significant shift in its Q2 forecasts.
In one line: A dovish hold—as expected—with a clear signal of a June cut.
In one line: Lifted by strong momentum in Southern Europe.
In one line: Better, but likely not enough to prevent another decline in GDP in Q1.
In one line: Slowly rebounding.
In one line: See you in June, for the first rate cut.
In one line: Virtually similar to January, which is now a hawkish line.
In one line: Is the door now shut on an April cut? Probably.
In one line: Core inflation remains on track for 2% by summer, but beware Easter effects in March and April.
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.
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