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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: Strong, but remember difference in base effects in the CPI and HICP.
In one line: Consumption growth will slow in Q2.
In one line: EZ inflation expectations jumped on the eve of the tariff shock.
In one line: Downtrend continues as unemployment fears near Covid-time peak.
In one line: Boosted by investment and consumption.
In one line: Industry supported EZ GDP in Q1, as did the labour market.
In one line: Soaring; Q1 GDP growth on track for an upward revision.
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?
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