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Pantheon Macroeconomics
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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: Consistent with our call that Germany is in a shallow recession.
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: Continued hawkishness suggests May still is the earliest plausible date for the first rate cut.
In one line: A clear dovish shift; rate cuts are next.
In one line: Upward revision not a game changer.
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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