Pantheon Macroeconomics
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Below is a list of our Eurozone 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: Core inflation remains on track for 2% by summer, but beware Easter effects in March and April.
In one line: Not enough for a rate cut in March; but April is still on.
In one line: Still consistent with our EZ call; all eyes on Germany later.
In one line: Where was the German consumer last quarter?
In one line: Old news; will January and February inflation be soft enough for a March cut?
In one line: All due to base effects in energy; the downtrend in the core remains intact.
In one line: Drop confirmed. Inflation will rebound in December, but what happens in January?
In one line: A big decline; base effects in energy point to a snap-back in December.
In one line: ECB hawks are about to eat humble pie.
In one line: The path to a March rate cut remains clear, to us.
In one line: Disinflation will continue, despite stickiness in services.
In one line: Falling, but services inflation remains sticky.
In one line: The start of a sustained drop in inflation; construction reverses July’s gain in August.
In one line: We still think the fall in the headline will resume soon.
In one line: The ECB’s 2024 core inflation forecasts will come down in Q4, a lot.
In one line: The calm before the big fall.
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