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: Banking stress? What banking stress?
In one line: The rise in core inflation cements at least two more 50bp hikes.
In one line: The headline has peaked, but the core hasn’t, and that’s a problem for the ECB.
In one line: Another 50bp ECB hike in May?
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.
In one line: Something for both hawks and doves.
In one line: A decent finish to 2022, but still consistent with a technical recession.
In one line: No near-term relief likely in core inflation.
In one line: A fall in GDP in Q4 seems a sure bet.
In one line: November data hold the key to the size of the next ECB rate hike.
In one line: Upward revision nothing to write home about.
In one line: The downturn is intensifying.
In one line: The downturn is intensifying.
In one line: The downturn is underway, and it could last a while.
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