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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: Trade wars are not good for firm morale.
In one line: As in France, domestic demand is rattled by tariff concerns and PMI shows clear signs of tariff front-running.
In one line: Fastest fall in demand for services since Covid pulls down the headline.
In one line: Falling oil prices and a stronger euro are gifts to ECB doves.
Healthcare driving payroll growth again; ongoing support will offset some tariff damage.
In one line: Holding at a 46-month low, but will rise again soon; Swiss retaliation to US tariff hikes poses an upside risk.
Tariff uncertainty is weighing on manufacturing.
In one line: Soft enough for an April cut? We don’t think so.
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