Pantheon Macroeconomics
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Below is a list of our Global 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: French GDP is headed for a decline in Q4.
In one line: The path to a March rate cut remains clear, to us.
In one line: The slowdown is becoming broad-based.
In one line: The ECB’s 2024 core inflation forecasts will come down in Q4, a lot.
In one line: Not pretty; the rebound in services looks like an issue with seasonal adjustments.
In one line: The calm before the big fall.
In one line: Easing; services inflation will drop sharply in September.
In one line: Services inflation is worryingly sticky; EZ GDP rose slightly in Q2.
In one line: All options open for September, probably.
In one line: Dreadful; will the ECB take note this week?
In one line: Falling; we still see a hike in September, but is a 50-50 call.
In one line: The argument for higher-for-longer; will market-pricing adjust?
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