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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.
Please use the filters on the right to search for a specific date or topic.
In one line: Decent, but exclusively due to strength in services
In one line: Decent, but exclusively due to strength in services
In one line: A big decline, and risks are tilted towards a slide in the core in April
In one line: Slowly rebounding.
In one line: Slowly rebounding.
In one line: The core is on track for sub-2%, despite sticky services inflation.
In one line: The core is sticky, but will fall back soon; beware an incoming rebound in food inflation.
In one line: Pegged back by a plunge in food inflation; the core HICP likely fell.
In one line: Inflation fell further, but less than we anticipated; January spending was resilient to plunge in auto sales.
In one line: Core inflation remains on track for 2% by summer, but beware Easter effects in March and April.
In one line: Core inflation remains on track for 2% by summer, but beware Easter effects in March and April.
In one line: The sticky core will come undone soon; we look for a big fall in February
In one line: Services inflation pushed higher by healthcare, education and hospitality.
In one line: Still consistent with a fall in the ECB’s 2024 inflation forecasts in March.
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.
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