Pantheon Macroeconomics
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Below is a list of our Eurozone Publications for the last 5 months. If you are looking for reports older than 5 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: 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: Easing M1 growth offset by falling inflation, for now.
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: Still high, but not a decisive hawkish signal for the ECB
In one line: The ECB’s December forecasts now look too hawkish.
In one line: Too hot for a December cut, but dovish data in food and core goods.
In one line: Upside risk to German core inflation.
In one line: Downside risk to EZ core inflation, relative to our forecast.
In one line: Inflation to stay above 2% in Q4.
In one line: Sticky, and will remain so until January.
In one line: Only a washout in November can deliver an ECB rate cut now.
In one line: In line with our forecast; a coin toss between 2.1% and 2.2% on the EZ HICP.
In one line: Germany avoids recession, just; inflation down fractionally in October.
In one line: Core is too strong for another rate cut in Q4.

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