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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: Core inflation will fall further in coming months, but rising oil prices is a threat to the headline.
In one line: The ECB will cut in June, barring a significant shift in its Q2 forecasts.
In one line: A dovish hold—as expected—with a clear signal of a June cut.
In one line: Next couple of months’ data will be more noise than signal.
In one line: See you in June, for the first rate cut.
In one line: Virtually similar to January, which is now a hawkish line.
In one line: One for the hawks; slowdown easing quicker than previously thought and price intentions rise.
In one line: Is the door now shut on an April cut? Probably.
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: All due to base effects in energy; the downtrend in the core remains intact.
In one line: If Mr. Powell is Santa, Ms. Lagarde is the Grinch.
In one line: Few signs of a shift in the guidance on rates, yet. QT will accelerate in H2-24.
In one line: Still pointing to an EZ recession.
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