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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 blow for ECB doves and September rate cut hopes.
In one line: EZ inflation in July was not the dovish slam dunk we were expecting.
In one line: No change; we still see the EZ HICP at 1.8% y/y.
In one line: Still on track to hand the ECB a 25bp rate cut in September.
In one line: Still on track to hand the ECB a 25bp rate cut in September.
In one line: Driven by a snap-back in services.
In one line: At target, and risks tilted to the downside over the summer.
In one line: Another big increase, before the recent delay in tariff hikes.
In one line: Back above zero, but unlikely to stay there for long.
In one line: Back above zero, but unlikely to stay there for long.
In one line: June’s increase will more than reverse in July.
In one line: June’s increase will more than reverse in July.
In one line: German unemployment rate won’t hold steady for much longer; inflation expectations likely to continue to fall.
In one line: In line with our call for slightly softer German inflation in June.
In one line: A slight rebound in inflation and consumers’ spending on course for a better Q2 than Q1
In one line: Unchanged at a weak level.
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