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
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In one line: A mild cyclical upswing is now underway.
In one line: Services too hot to handle, but the trend isn’t 4%.
In one line: Decent; services activity is firm, even as inflation pressures ease.
In one line: Sticky services remain a threat.
In one line: The core is still drifting lower, but slowly does it.
In one line: Great, but can the services PMI be trusted?
In one line: Decent, but exclusively due to strength in services
In one line: Lifted by strong momentum in Southern Europe.
In one line: Better, but likely not enough to prevent another decline in GDP in Q1.
In one line: Slowly rebounding.
In one line: Is the door now shut on an April cut? Probably.
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: All due to base effects in energy; the downtrend in the core remains intact.
In one line: Revised higher, but still consistent with a technical recession.
In one line: Rapidly falling inflation and recessionary PMIs.
In one line: ECB hawks are about to eat humble pie.
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