Pantheon Macroeconomics
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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: Only a washout in November can deliver an ECB rate cut now.
In one line: Only a washout in November can deliver an ECB rate cut now.
In one line: In line with our forecast; a coin toss between 2.1% and 2.2% on the EZ HICP.
In one line: Investment stimulus should lift China's manufacturing index from October's trough
Investment stimulus should lift China's manufacturing index from October's trough
Tokyo inflation bump driven by local water subsidy expiry
In one line: BoJ stands pat amid trade uncertainty and wage caution as Takaichi takes helm
In one line: Bank of Korea hold rates in October as Seoul housing surges
THE INFLATION OUTLOOK HAS IMPROVED...
In one line: Thin gruel, but a bit of clarity on the ECB’s ETS2 assumptions.
In one line: Thin gruel, but a bit of clarity on the ECB’s ETS2 assumptions.
In one line: Pulled down by food inflation.
In one line: Nothing here for ECB doves.
In one line: Germany avoids recession, just; inflation down fractionally in October.

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