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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: Expectations in April 2026 even poorer than after “Liberation Day” in April last year.
In one line: No signs of Germany’s infrastructure spending spree before the energy shock.
In one line: Now signalling no change in net exports in goods in Q1.
In one line: Inflation is headed for 3%, and it will stay close to this level for a while.
In one line: Inflation is headed for 3%, and it will stay close to this level for a while.
In one line: EZ industry was probably a drag on Q1 growth.
In one line: Decline will be exacerbated over the coming months.
In one line: New orders stung by surge in input prices.
In one line: The stagflation shock is underway.
In one line: The stagflation shock is underway.
In one line: Risks tilted to upside for EZ inflation; spending stung by weakness in both core and energy.
In one line: Solid, before inflation saps real M1 growth.
In one line: Initial hit from Trump’s war is worse for EZ sentiment than his tariffs.
In one line: Net trade in goods on track for a boost to growth in Q1.
In one line: No help to GDP growth from construction in Q1.
In one line: The ECB is no longer 'in a good place.'
In one line: The ECB is no longer 'in a good place.'
In one line: Higher energy costs will make a bad situation worse.
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