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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: 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.
In one line: No signal of a cut in September; we look for such a signal at the press conference.
In one line: Virtually unchanged, but still on track for around 2% by August.
In one line: Just a stumble, we hope.
In one line: Transport, hospitality and insurance are key drivers of sticky services inflation.
In one line: A mild cyclical upswing is now underway.
In one line: Services too hot to handle, but the trend isn’t 4%.
In one line: Decent; services activity is firm, even as inflation pressures ease.
In one line: Sticky services remain a threat.
In one line : Grim, but the reality on the ground is likely better.
In one line: The core is still drifting lower, but slowly does it.
In one line: Core inflation will fall further in coming months, but rising oil prices is a threat to the headline.
In one line: The ECB will cut in June, barring a significant shift in its Q2 forecasts.
In one line: A dovish hold—as expected—with a clear signal of a June cut.
In one line: Lifted by strong momentum in Southern Europe.
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