UK Publications
Below is a list of our UK 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
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Miguel Chanco (Chief EM Asia Economist) Claus Vistesen (Chief Eurozone Economist) Gabriella Dickens
- EZ inflation fell to its lowest since July 2021 in August, marginally above the ECB’s target...
- ...The Bank will find it hard to justify its current restrictive stance, especially with wage growth easing.
- We think a September rate cut is more likely than not and keep our October cut in too, for now.
Claus Vistesen (Chief Eurozone Economist)Eurozone
- The link between the ECB’s policy rate and the Taylor Rule, which broke after the GFC, is reasserting itself.
- A Taylor Rule with inflation expectations suggests the ECB is behind the curve on easing.
- The model also indicates that the policy rate won’t fall as much as the consensus expects.
Claus Vistesen (Chief Eurozone Economist)Eurozone
