Pantheon Macroeconomics
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Below is a list of our Eurozone Publications for the last 5 months. If you are looking for reports older than 5 months please email info@pantheonmacro.com, or contact your account rep
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Chartbook Datanotes Weekly Monitor
In one line: Fastest fall in demand for services since Covid pulls down the headline.
In one line: EZ consumers didn’t like Trump’s tariff announcements.
In one line: Tariffs hit investor sentiment hard; industrial production will feel the tariff burn but not until later in the year probably.
In one line: Banks tighten lending standards for firms & demand for credit eases again even before the shock of “Liberation Day".
In one line: Industry still supported Italian GDP in Q1.
In one line: Rebounding as expected; will global trade war hurt consumers?
In one line: Up despite being held back by German weakness.
In one line: Solid but unlikely to last.
In one line: Holding at a 46-month low, but will rise again soon; Swiss retaliation to US tariff hikes poses an upside risk.
In one line: A new record low; another data point for ECB hawks.
In one line: Our PM composite PMI points to another solid increase in GDP in Q1.
In one line: EZ inflation expectations hold steady; further increases in German unemployment are on the way.
In one line: Inflation in France and Spain came in below expectations; another setback in French spending.
In one line: Money and credit data still positive on outlook for EZ economy.
In one line: Back up, but increase in Q1 will be smaller than in Q4.
THE ECB HAS ONLY ONE MORE CUT IN IT...
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