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Below is a list of our Global 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: Back to growth; reversal of net trade drag a big upside risk to 2026 growth.
In one line: One more decline coming in January before a rebound.
In one line: Only a washout in November can deliver an ECB rate cut now.
In one line: Thin gruel, but a bit of clarity on the ECB’s ETS2 assumptions.
In one line: PMIs remain terrible, but INSEE survey data look better.
In one line: That’s more like it, but upturn in manufacturing is on borrowed time.
In one line: Political brinkmanship comes at a cost.
In one line: All set for a rebound into year-end.
In one line: The ECB is happy at 2%, for now.
In one line: ECB doves need better persuasion skills.
In one line: A blow for ECB doves and September rate cut hopes.
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