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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
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In one line: Only a washout in November can deliver an ECB rate cut now.
In one line: Investment stimulus should lift China's manufacturing index from October's trough
In one line: Thin gruel, but a bit of clarity on the ECB’s ETS2 assumptions.
Tariffs still pushing goods inflation higher, but services inflation looks soft under the hood.
In one line: Driven higher by pick up in German activity.
In one line: Here comes the turn in Germany.
In one line: PMIs remain terrible, but INSEE survey data look better.
In one line: Fading demand weighs on flash PMI manufacturing activity
In one line: BoJ won’t be shocked by modest rise in inflation; likely to hold rates next week waiting for clarity on the new government’s fiscal easing
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