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
Please use the filters on the right to search for a specific date or topic.
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?
In one line: A plunge, defying leading indicators.
In one line: Barely budging fuelling market expectations for faster ECB rate cuts.
In one line: Blame Italy for the upside surprise.
In one line: Hanging on for dear life, but also likely underestimating the pace of growth.
In one line: "September is wide open”, apparently.
independent macro research, Global Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,