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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: Trade wars are not good for firm morale.
In one line: Falling oil prices and a stronger euro are gifts to ECB doves.
In one line: As low as it gets this year?
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: Up, supporting our call for faster GDP growth in early 2025, but not enough to deter an ECB rate cut next week.
In one line: Upside risks building in energy, but the Q1 core looks benign on our forecasts.
In one line: ECB doves were saved by France and Italy.
In one line: Relief in the PMIs; investor sentiment and seasonals signal further gains ahead.
In one line: Dovish, but staying open on the path in 2025 and the level of the neutral rate.
In one line: As expected; no longer need for a restrictive policy rate. Where is neutral?
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