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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
Please use the filters on the right to search for a specific date or topic.
In one line: Trade wars are not good for firm morale.
In one line: As in France, domestic demand is rattled by tariff concerns and PMI shows clear signs of tariff front-running.
In one line: Fastest fall in demand for services since Covid pulls down the headline.
Tariff uncertainty is weighing on manufacturing.
In one line: Up thanks to rebound in German manufacturing.
In one line: Up less than expected but still consistent with a rebound in GDP.
In one line: Rebounding but still pointing to downside risks for GDP in Q1.
In one line: Held back by weakness in France.
In one line: Up again, in line with our call for a rebound in GDP.
In one line: Ugly crash in the services PMI is a fluke, we hope
In one line: Up, supporting our call for faster GDP growth in early 2025, but not enough to deter an ECB rate cut next week.
In one line: Great, but beware the likely seasonal boost in services.
In one line: Downturn stalled, but no upturn in sight.
In one line: Relief in the PMIs; investor sentiment and seasonals signal further gains ahead.
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