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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: Back above zero, but unlikely to stay there for long.
In one line: June’s increase will more than reverse in July.
In one line: A September cut is still on, but the ECB will end up regretting it.
In one line: All set for doves to take charge of ECB policy over the summer.
In one line: Below zero; brace for a 50bp cut from the SNB.
In one line: Services downturn clouding manufacturing’s recovery.
In one line: Headed for 2% over the summer; enough for two more ECB cuts?
In one line: Inflation held steady, but declines are coming; we are adding a July ECB rate cut.
In one line: Falling oil prices and a stronger euro are gifts to ECB doves.
In one line: Holding at a 46-month low, but will rise again soon; Swiss retaliation to US tariff hikes poses an upside risk.
In one line: Soft enough for an April cut? We don’t think so.
In one line: The end of the road for the SNB’s current easing cycle?
In one line: As low as it gets this year?
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