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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: 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: The SNB beats the ECB to the punch on rate cuts.
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: All due to base effects in energy; the downtrend in the core remains intact.
In one line: Continued hawkishness suggests May still is the earliest plausible date for the first rate cut.
In one line: A clear dovish shift; rate cuts are next.
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