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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: The ECB’s 2024 core inflation forecasts will come down in Q4, a lot.
In one line: Easing; services inflation will drop sharply in September.
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.
In one line: Small upward revision doesn’t change bleak outlook.
In one line: A sticky core leaves room for two more 25bp hikes over the summer.
In one line: The ECB still has 50-to-75bp to go.
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