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
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In one line: Easing; services inflation will drop sharply in September.
In one line: Services inflation is worryingly sticky; EZ GDP rose slightly in Q2.
In one line: All options open for September, probably.
In one line: Dreadful; will the ECB take note this week?
In one line: The argument for higher-for-longer; will market-pricing adjust?
In one line: The ECB just talked itself into two more rate hikes
In one line: A hawkish hike; the new core inflation forecasts are ugly.
In one line: A sticky core leaves room for two more 25bp hikes over the summer.
In one line: How much further does the ECB have to go?
In one line: Down a nudge, but the ECB likely isn’t quite done yet.
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