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Below is a list of our Global Publications for the last 5 months. If you are looking for reports older than 5 months please email info@pantheonmacro.com, or contact your account rep
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In one line: Decent, but now signals downside risks relative to official forecasts.
In one line: Strength in manufacturing, but PMIs signal weakness in services.
In one line: Back to growth; reversal of net trade drag a big upside risk to 2026 growth.
In one line: Down but still one for the ECB hawks.
In one line: Pointing to upside risks to our call for French GDP to fall in Q4.
In one line: Q4 will still be better than Q3.
In one line: Driven higher by pick up in German activity.
In one line: Here comes the turn in Germany.
In one line: PMIs remain terrible, but INSEE survey data look better.
In one line: That’s more like it, but upturn in manufacturing is on borrowed time.
In one line: Political brinkmanship comes at a cost.
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