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.
Please use the filters on the right to search for a specific date or topic.
In one line: : Still pointing to a further increase in the PMI.
In one line: Not enough for a rate cut in March; but April is still on.
In one line: Not enough for a rate cut in March; but April is still on.
In one line: Still consistent with a fall in the ECB’s 2024 inflation forecasts in March.
In one line: EZ inflation fell in January, but less than we thought.
In one line: Still consistent with our EZ call; all eyes on Germany later.
In one line: Pointing to downside risks to our rebound call.
In one line: Old news; will January and February inflation be soft enough for a March cut?
In one line: Old news; will January and February inflation be soft enough for a March cut?
In one line: In line with our view that the Q1 recovery in German GDP will be muted
In one line: All due to base effects; how far will inflation fall in January?
In one line: A rise in core goods consumption not enough to lift Q4 spending; inflation will fall sharply in Q1.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence