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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: All due to base effects; how far will inflation fall in January?
In one line: A rise in core goods consumption not enough to lift Q4 spending; inflation will fall sharply in Q1.
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: Drop confirmed. Inflation will rebound in December, but what happens in January?
In one line: Drop confirmed. Inflation will rebound in December, but what happens in January?
In one line: Rapidly falling inflation and recessionary PMIs.
In one line: Rapidly falling inflation and recessionary PMIs.
China's economy treads water in November; steeper existing home price fall points to market clearing
Japanese manufacturing activity weakens but services rise
Margins have stopped rising, but yet to start falling, auto dealers excepted.
In one line: A big decline; base effects in energy point to a snap-back in December.
In one line: ECB hawks are about to eat humble pie.
In one line: ECB hawks are about to eat humble pie.
In one line: Downside risks to EZ inflation data.
In one line: The path to a March rate cut remains clear, to us.
In one line: The path to a March rate cut remains clear, to us.
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