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Pantheon Macroeconomics
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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: EZ inflation expectations jumped on the eve of the tariff shock.
In one line: Growth slowed but remained solid; Inflation comes in below expectations.
In one line: Lifted by tariff front-running, still pointing to downside risks to growth.
In one line: Easing, as economic uncertainty rises.
In one line: Falling oil prices and a stronger euro are gifts to ECB doves.
In one line: Falling oil prices and a stronger euro are gifts to ECB doves.
In one line: Soft, but selling prices point to upside risks for the core.
In one line: Before the tariff shock; what happens next?
In one line: Holding at a 46-month low, but will rise again soon; Swiss retaliation to US tariff hikes poses an upside risk.
In one line: Holding at a 46-month low, but will rise again soon; Swiss retaliation to US tariff hikes poses an upside risk.
In one line: Soft enough for an April cut? We don’t think so.
In one line: Soft enough for an April cut? We don’t think so.
In one line: Our PM composite PMI points to another solid increase in GDP in Q1.
In one line: We now see the March EZ HICP up by 0.7% m/m, and by 2.2% y/y.
In one line: Headline in line with consensus; core looks strong considering Easter effects.
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