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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: A September cut is still on, but the ECB will end up regretting it.
In one line: All set for doves to take charge of ECB policy over the summer.
In one line: Services downturn clouding manufacturing’s recovery.
In one line: Headed for 2% over the summer; enough for two more ECB cuts?
In one line: Inflation held steady, but declines are coming; we are adding a July ECB rate cut.
In one line: Soft enough for an April cut? We don’t think so.
In one line: Nasty; is the ECB done this week?
In one line: A local high, but still no perfect landing at 2%.
In one line: No signal on the level of the neutral rate.
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