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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: Depressed, but the second derivative is turning.
In one line: ECB hawks are about to eat humble pie.
In one line: The path to a March rate cut remains clear, to us.
In one line: The slowdown is becoming broad-based.
In one line: Manufacturing output was still falling at the end of Q3.
In one line: The ECB’s 2024 core inflation forecasts will come down in Q4, a lot.
In one line: The calm before the big fall.
In one line: Downward revision confirms slowdown intensifying.
In one line: A fall in GDP is likely this quarter.
In one line: Easing; services inflation will drop sharply in September.
In one line: Dreadful; will the ECB take note this week?
In one line: Falling; we still see a hike in September, but is a 50-50 call.
In one line: Base effects will drive core inflation back up in June and July; the trend in labour cost growth is uncomfortable for the ECB.
In one line: Disinflation is intensifying.
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