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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: Steady, and solid, growth in EZ money supply.
July bounce in starts likely noise; underlying trends remain weak.
The outlook for homebuilding remains grim.
In one line: Temporary slowdown in M1, we hope, resilient IFO and ISTAT surveys.
The underlying trend in residential construction is flat and likely to turn lower.
In one line: EZ money and credit data still positive on economic outlook.
Demand still falling amid high mortgage rates and elevated uncertainty.
In one line: Upturn in money supply continues; Italian GDP on a solid footing in Q1.
Pointing to a sharp fall in new home sales & residential construction.
In one line: Rise in demand in Germany pulls up headline.
In one line: EZ inflation expectations jumped on the eve of the tariff shock.
No real sign yet of tariff-linked layoffs.
Further signs of uncertainty weighing on housing.
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