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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: Germany CPI looks softer than we anticipated, but core inflation rose.
In one line: Supporting our above-consensus EZ call.
In one line: Growth slowed in Q1 after a strong H2-24.
In one line: Lifted by tariff front-running, still pointing to downside risks to growth.
In one line: As in France, domestic demand is rattled by tariff concerns and PMI shows clear signs of tariff front-running.
In one line: As in France, domestic demand is rattled by tariff concerns and PMI shows clear signs of tariff front-running.
In one line: Tariffs hit investor sentiment hard; industrial production will feel the tariff burn but not until later in the year probably.
In one line: Before the tariff shock; what happens next?
In one line: German industry likely had a great Q1, but what awaits in Q2?
In one line: Up despite being held back by German weakness.
In one line: Growth and the surveys were picking up, before Mr. Trump’s tariff hammer.
In one line: Our PM composite PMI points to another solid increase in GDP in Q1.
In one line: We now see the March EZ HICP up by 0.7% m/m, and by 2.2% y/y.
In one line: Headline in line with consensus; core looks strong considering Easter effects.
In one line: Great, but leading indicators point to a slowdown.
In one line: EZ inflation expectations hold steady; further increases in German unemployment are on the way.
In one line: Election result does little to lift household sentiment.
In one line: Election result and fiscal stimulus boost sentiment.
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