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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: The probability of further ECB easing is underpriced.
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: Muted rebound in core goods prices suggests tariff pass-through is slowing.
In one line: Still weak enough to sustain the pressure for more Fed easing.
In one line: December inflation confirms that 2026 likely will be an uneventful year for the SNB.
In one line: China's LPRs unchanged for seventh straight month amid lower tariff risks
In one line: Still no hint to future rate path.
In one line: On hold, chances of further easing still slim to none.
In one line: Revised down, the ECB will still stand pat tomorrow.
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