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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 ECB is no longer 'in a good place.'
In one line: Members hold rates, but seem spooked by the Middle East crisis.
In one line: Inflation holds steady; negative rates even less likely than earlier.
In one line: Dovish, but far from underwriting a further rate cut.
In one line: The dovish pressure to remain on the ECB going into the March forecasts.
In one line: The probability of further ECB easing is underpriced.
In one line: One more decline coming in January before a rebound.
In one line: December inflation confirms that 2026 likely will be an uneventful year for the SNB.
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