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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: Energy shock gives the SNB room to breathe as inflation is set to accelerate further.
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: Up and away, and more gains are coming.
In one line: German inflation on track to overshoot the consensus today, slightly.
In one line: Households already rattled by energy shock; industry yet to report feeling jittery.
In one line: Relatively stable, but consistent with downside risk to growth.
In one line: Stung by sharp declines in income, and overall, expectations.
In one line: Balanced, until the mic drop at the end.
In one line: Balanced, until the mic drop at the end.
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: Calm before the energy surge.
In one line: Recovery in sentiment derailed by war in Iran.
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