Best viewed on a device with a bigger screen...
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 email@example.com, or contact your account rep
Please use the filters on the right to search for a specific date or topic.
In one line: Core inflation remains on track for 2% by summer, but beware Easter effects in March and April.
In one line: Not enough for a rate cut in March; but April is still on.
In one line: Old news; will January and February inflation be soft enough for a March cut?
In one line: All due to base effects in energy; the downtrend in the core remains intact.
In one line: Drop confirmed. Inflation will rebound in December, but what happens in January?
In one line: Rapidly falling inflation and recessionary PMIs.
In one line: A clear dovish shift; rate cuts are next.
In one line: ECB hawks are about to eat humble pie.
In one line: The path to a March rate cut remains clear, to us.
In one line: Marginally Dovish.
In one line: The ECB’s 2024 core inflation forecasts will come down in Q4, a lot.
In one line: The calm before the big fall.
Global Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence