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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.
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In one line: Is the door now shut on an April cut? Probably.
In one line: Is the door now shut on an April cut? Probably.
In one line: Inflation fell further, but less than we anticipated; January spending was resilient to plunge in auto sales.
In one line: Core inflation remains on track for 2% by summer, but beware Easter effects in March and April.
In one line: Core inflation remains on track for 2% by summer, but beware Easter effects in March and April.
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: All due to base effects in energy; the downtrend in the core remains intact.
In one line: All due to base effects in energy; the downtrend in the core remains intact.
In one line: If Mr. Powell is Santa, Ms. Lagarde is the Grinch.
In one line: If Mr. Powell is Santa, Ms. Lagarde is the Grinch.
In one line: Few signs of a shift in the guidance on rates, yet. QT will accelerate in H2-24.
In one line: Few signs of a shift in the guidance on rates, yet. QT will accelerate in H2-24.
In one line: Still pointing to an EZ recession.
In one line: Still pointing to an EZ recession.
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