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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.
Please use the filters on the right to search for a specific date or topic.
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: Strong momentum in domestic demand, but risks still loom in early 2026.
In one line: Falls short of consensus’ expectations, but morale still high.
In one line: Fall in electricity prices offset by higher prices at the petrol pump.
In one line: Investors think a recovery is finally underway.
In one line: Production stung by falling auto output, but still managed a decent Q4.
In one line: Momentum is building, but running well ahead of the survey data.
In one line: Decent Q4, with revisions now signalling strong growth in 2025.
In one line: Falling energy and services inflation overpowered by rising inflation in food and core goods.
In one line: Sticky, and hawkish, relative to our expectations.
In one line: Solid GDP, but risks tilted towards a downward revision later; nothing to see in the labour market.
In one line: Solid details, but will it be sustained?
In one line: Stable, in contrast with rise in PMI and ZEW.
In one line: Investor were optimistic ahead of the stand-off over Greenland; EZ construction sector turning a corner.
In one line: Back to growth; reversal of net trade drag a big upside risk to 2026 growth.
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