Pantheon Macroeconomics
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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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LATER RATE CUTS SLOW THE HOUSING MARKET RECOVERY...
In one line: German core and headline inflation rebounded in May.
A SMALL WOBBLE AS MORTGAGE-RATE DROP PAUSES...
Large fall is likely an Easter timing quirk; the trend still looks flat.
In one line: Improvement in money supply continues; Italian business confidence rises & German unemployment will climb further.
In one line: Still pointing to downside risks to growth.
PRICES HAVE TURNED A CORNER; EXPECT A 5% RISE IN 2024...
PRICES HAVE NEARLY STABILISED; EXPECT A 5% RISE IN 2024...
Starts data are noisy, but a modest housing recovery is underway.
In one line: EZ manufacturing remained in recession in Q4; is the plunge in M1 fading?
HOUSE PRICE NADIR IS JUST A COUPLE OF MONTHS AWAY...
Probably an overshoot, but a steady increase in single-family starts lies ahead.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence