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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: Something funny in the data; on course for a rise in Q1 either way.
In one line: Hit by a fall in the goods surplus; portfolio inflows remain robust.
In one line: Core inflation will fall further in coming months, but rising oil prices is a threat to the headline.
In one line: Core inflation will fall further in coming months, but rising oil prices is a threat to the headline.
In one line: A setback was coming, but the improvement remains intact.
In one line: The ECB will cut in June, barring a significant shift in its Q2 forecasts.
In one line: The ECB will cut in June, barring a significant shift in its Q2 forecasts.
In one line: A dovish hold—as expected—with a clear signal of a June cut.
In one line: A dovish hold—as expected—with a clear signal of a June cut.
In one line: Boosted by a soaring surplus in goods.
In one line: Lifted by strong momentum in Southern Europe.
In one line: Lifted by strong momentum in Southern Europe.
In one line: Investor sentiment is still rising; a dovish plunge in EZ labour cost growth.
In one line: Falling imports are still lifting EZ net trade in goods.
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: Weakness in Germany holds back the recovery.
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