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
Please use the filters on the right to search for a specific date or topic.
In one line: A sticky core leaves room for two more 25bp hikes over the summer.
In one line: The ECB still has 50-to-75bp to go.
In one line: Markets believe the ECB is done; we don’t.
In one line: Staying the course; a sustained rise in volatility is needed to prevent hikes in Q2.
In one line: The headline has peaked, but the core hasn’t, and that’s a problem for the ECB.
In one line: Soft CPI, partly due to the 2023 change in weights.
In one line: Energy inflation is falling, but the core isn’t.
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