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: 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: Upside risks building in energy, but the Q1 core looks benign on our forecasts.
In one line: Relief in the PMIs; investor sentiment and seasonals signal further gains ahead.
In one line: Growth will still slow, despite increase in PMI in December; rising price indices still point to downside risks for inflation.
In one line: Still no sign of a pick up in new orders in manufacturing.
In one line: Pointing to downside risks still, but probably overdoing it.
In one line: Rising enough to prevent a 50bp cut in December, we think.
In one line: A big blow to hopes of a 50bp cut in December.
In one line: Barely budging fuelling market expectations for faster ECB rate cuts.
In one line: Likely to fall further this month but also likely overdoing the weakness in the economy.
In one line: Fall in core confirmed & headline below the ECB’s target; October’s rate cut is a go
In one line: Boost from the Olympics in August disappeared in September.
In one line: GDP growth is unlikely to slow in Q3, as the PMI suggests.
In one line: Within a touch of the ECB’s target; September’s rate cut is a go
independent macro research, Global Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,