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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: Investors think a recovery is finally underway.
In one line: The dovish pressure to remain on the ECB going into the March forecasts.
In one line: The dovish pressure to remain on the ECB going into the March forecasts.
In one line: A last dovish hurrah, probably.
In one line: Falling energy and services inflation overpowered by rising inflation in food and core goods.
In one line: Sticky, and hawkish, relative to our expectations.
In one line: Sentiment improves; selling price expectations edge down.
In one line: Easing M1 growth offset by falling inflation, for now.
In one line: Stable, with little change in the key components.
In one line: Stable, in contrast with rise in PMI and ZEW.
In one line: China inflation was firmer in December, but sustained reflation remains challenging
In one line: The probability of further ECB easing is underpriced.
In one line: The probability of further ECB easing is underpriced.
In one line: One more decline coming in January before a rebound.
In one line: One more decline coming in January before a rebound.
In one line: Still high, but not a decisive hawkish signal for the ECB
In one line: December inflation confirms that 2026 likely will be an uneventful year for the SNB.
In one line: December inflation confirms that 2026 likely will be an uneventful year for the SNB.
In one line: The ECB’s December forecasts now look too hawkish.
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