Pantheon Macroeconomics
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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: Lifted by strong momentum in Southern Europe.
In one line: Core inflation remains on track for 2% by summer, but beware Easter effects in March and April.
In one line: Weakness in Germany holds back the recovery.
In one line: The recovery is still on, just.
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: Revised higher, but still consistent with a technical recession.
In one line: Drop confirmed. Inflation will rebound in December, but what happens in January?
In one line: Depressed, but the second derivative is turning.
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: The slowdown is becoming broad-based.
In one line: Manufacturing output was still falling at the end of Q3.
In one line: The ECB’s 2024 core inflation forecasts will come down in Q4, a lot.
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